A complete list of active advisors currently associated with AGP Franklin, LLC

Warmer can help you find a great advisor at AGP Franklin, LLC or one who fits your needs even better.

AGP Franklin, LLC is a registered investment adviser that serves individual and high‑net‑worth clients, reporting roughly $247 million in assets under management for about 456 client relationships and operating with three advisors under two dba practices. The firm provides discretionary and non‑discretionary portfolio management, wealth management, financial planning, and retirement‑account advice. The adviser employs fundamental analysis and typically pursues a long‑term investment strategy while permitting tactical or shorter‑term trades when client objectives or market conditions warrant. Portfolios are built from individual equities, ETFs, mutual funds, bonds and REITs, with ongoing monitoring, periodic rebalancing, and the ability for clients to impose reasonable investment restrictions. AGP Franklin sponsors a wrap fee program that bundles securities transaction, custodial and administrative costs into a single asset‑based fee (Covered Costs), a fee structure the brochure highlights as potentially altering total client costs depending on trading activity and that is uncommon among similar supported firms. The firm discloses an institutional relationship with its recommended custodian that provides research, software and other economic benefits, and notes that certain advisory personnel are also licensed to sell insurance products on a commission basis (a separate revenue source).

To learn more about the advisors currently working at AGP Franklin, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.