AGW CAPITAL ADVISORS
Tampa, Florida
AGW Capital Advisors is a leading investment advisory firm based out of Tampa, FL. With a team of 15 dedicated professionals, including 9 skilled investment advisors, they offer comprehensive financial services to individual clients. Their expertise lies in managing substantial assets, with an average of $35,000,000 in assets under management per investment advisor. The firm's compensation structure is designed to align their interests with their clients'. It includes various types of fees, such as a percentage of assets under management and performance-based fees, ensuring that AGW Capital Advisors is motivated to deliver superi...
See more
Loading...

Assets Under Mgmt

$2.86B

Investment Professionals

9

Locations

0

% 401K & Individual

0%

% Discretionary

27%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other: PROJECT CONSULTING OR ANALYSIS
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.