AG Asset Advisory, LLC

AG Asset Advisory provides discretionary and non-discretionary investment management, wealth advisory consulting, pension consulting, and a pooled-investment consulting program to individuals, high-net-worth clients, plans, trusts, and other entities. The firm manages roughly $440 million for about 35 client relationships and generally maintains a multi‑million dollar account minimum that it may waive in select cases.

The firm’s investment process blends fundamental, technical, and charting analysis and may employ derivatives, including options and option-writing, within separately managed accounts. AG Asset Advisory also recommends and monitors third‑party money managers when appropriate and structures certain engagements as performance‑based arrangements for qualified clients and pooled vehicle consulting clients.

Noteworthy distinctions include a high asset concentration per advisor (two advisors overseeing the firm’s assets), an ownership affiliation with an insurance agency (Zenco Insurance Services) and adviser representatives who are licensed insurance agents, and formal referral/solicitor arrangements that provide paid referrals. Those operational choices — the use of performance fees for qualified clients, the inclusion of derivatives strategies in client accounts, and paid solicitor/referral practices — set the firm apart from many peers in its supported category.