Advisor at Asset Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Advisory Group, Inc.
Location
Kinnelon, NJ 07405
Credentials
CFP®, Series 63, Series 65
Industry experience
16 years
Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.
Based on Asset Advisory Group, Inc.
Based on Asset Advisory Group, Inc.
Fixed fees for full-service financial planning generally range from $1,500 to $15,000.
0.25% to 1.00% annually
Up to $750.00 per hour for principals and associates; $50.00 per hour for staff.
Fee-only: Fee-only basis for asset management services; no commissions or 12b-1 fees accepted.
170 Kinnelon Road, Suite 3
Kinnelon, NJ 07405
New Jersey · Texas
Asset Advisory Group, Inc.
2017 - Present (9 years)
Deutsche Bank Securities Inc.
2016 - 2017 (1 year)
Deutsche Bank Trust Company AM
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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