Overview
- Headquarters
- Westport, CT
- Total Firm Assets
- $2.9 billion
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
- Stated Minimum Account Size
- $50,000
Recent Rankings
Fee Disclosure
Source: A.G.P. WRAP FEE PROGRAM BROCHURE (2026-09-30)
· View brochure text
Latest filing: A.G.P. PART 2A DISCLOSURE BROCHURE (2026-09-30)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $100,000 | 2.00% |
| $100,001 | $200,000 | 1.75% |
| $200,001 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $14,500 | 1.45% |
| $5 million | $54,500 | 1.09% |
| $10 million | $104,500 | 1.04% |
| $50 million | $504,500 | 1.01% |
| $100 million | $1,004,500 | 1.00% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 47.42%
- Number of High-Net-Worth Clients
- 603
- Total Client Accounts
- 7,490
- Discretionary Accounts
- 6,848
- Non-Discretionary Accounts
- 642
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 8361
- A.G.P. PART 2A DISCLOSURE BROCHURE (2026-09-30) · View brochure text
- A.G.P. WRAP FEE PROGRAM BROCHURE (2026-09-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗