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, operating under the dba names Aspen Grove Asset Management and Strong Tower Wealth Management, provides wealth management, discretionary and non-discretionary portfolio management, and financial planning to individual and high-net-worth clients. The firm is a small advisory team managing roughly $247 million in client assets across several hundred client relationships. The firm’s investment process emphasizes fundamental analysis and a predominantly long-term strategy, building portfolios from individual equities supplemented by ETFs, mutual funds, bonds and REITs; trades held for shorter periods are used for rebalancing or to meet client needs. AGP Franklin also provides retirement-account guidance and periodic account reviews, and allows clients to place reasonable investment restrictions on their portfolios. Noteworthy for a supported firm of its size, AGP Franklin sponsors a wrap fee program that bundles custodial, transaction and administrative costs into a single asset-based fee — an arrangement that is uncommon among peers. The advisor also discloses an institutional relationship with its recommended custodian that provides research, software and other non-monetary benefits, and it notes these arrangements and the bundled-fee structure as potential conflicts of interest in its Form ADV.

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.