Advisors Management Group Review


Trust Score 96%
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Advisors Management Group, federally registered in 1989, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 11 advisors. Advisors Management Group manages $413.4 million and provides investment advisory services for 1,526 clients (1:139 advisor/client ratio).

Advisors Management Group requires a $0 minimum investment and charges a blended rate between 1.00% and 0.50% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has been federally registered for 30 years

Considerations


  • There is only one licensed advisor for every 139 clients (industry average 1:50)
  • Firm has less than $1B in assets under management

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $270,923
Hybrid Advisor No
Disciplinary History No
Total AUM $413.4 million
Advisor / Client Ratio 1:139
Headquarters 505 King ST Ste 208 LA Crosse, WI 54601
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $1,000,000 1.00%
$1,000,001 to $2,000,000 0.75%
$2,000,001+ 0.50%


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