Advisors Management Group Inc is a reputable investment advisory firm located in La Crosse, WI, with a strong presence in the local market. With three strategically located offices, the firm is well-positioned to serve a diverse range of clients. Comprised of a team of 16 skilled professionals, Advisors Management Group Inc excels in providing comprehensive investment advisory services.
Ten of their employees are dedicated investment advisors who offer expert guidance and personalized solutions to clients. Each investment advisor manages an average of approximately $55,500,000 in assets, reflecting the firm's ability to handle substantial portfolios. Their compensation structure encompasses various types, such as a percentage of assets under management and fixed fees, ensuring flexibility and aligning interests with clients.
Advisors Management Group Inc boasts extensive experience in managing assets sourced from employer 401K plans and individual investors, accounting for around half of their total assets under management. Their expertise in this area has allowed them to deliver exceptional results and build a strong reputation.
Furthermore, the firm provides additional services as an accountant or accounting firm, catering to the financial needs of their clients comprehensively. With over 1,750 individual clients and an impressive $554,972,000 in assets under management, Advisors Management Group Inc has established itself as a trusted partner in managing wealth.
The company takes pride in its long-standing advisors, including Jennifer Deets, Julie Deets, and Roger Deets, who have contributed significantly to the firm's success. With 95% of their assets under management being discretionary, Advisors Management Group Inc demonstrates their clients' trust in their expertise and ability to make informed investment decisions.