Agg Asset Management, LLC

AGG Asset Management, LLC is a California-based firm established in 2010, specializing in providing investment advisory services to individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm, wholly owned by Alex Garcia, acts as a fiduciary, always prioritizing clients' best interests. Services offered include Comprehensive Portfolio Management, tailored to individual client needs, with a focus on asset management and financial planning. The firm's investment strategies encompass a range of options, including Bond Funds, Cash & Cash Equivalents, Equity Securities, Exchange Traded Funds (ETFs), and more. AGG Asset Management, LLC manages client accounts on a discretionary basis, allowing them to make investment decisions without prior client approval. The firm does not accept proxy authority to vote client securities and does not charge performance-based fees. Clients can expect transparent fee structures, with annual fees for Comprehensive Portfolio Management not exceeding 1.20%. The firm recommends the use of Schwab as a custodian and broker, providing access to a wide range of investment products and services. Alex Garcia, the Chief Compliance Officer, leads the firm with a background in business administration and extensive experience in the financial industry. The firm and its management have no disciplinary events, compensation arrangements beyond advisory fees, or relationships with issuers of securities. AGG Asset Management, LLC upholds high ethical standards, as outlined in its Code of Ethics, ensuring client interests are always prioritized. Clients can request a copy of the firm's Code of Ethics for further details.