ASSET ADVISORY GROUP, INC. IS A STATE OF FLORIDA REGISTERED AND LICENSED INVESTMENT ADVISORY FIRM.
- Independent Asset Management & Oversight
- Financial & Retirement Planning
- Pension Asset Advisory
ABOUT
PRINCIPALS
BJ Sheffield & Eugene P. “Skip” Walker, Jr. have more than 60 cumulative years of securities industry experience. Asset Advisory Group, Inc. offers reasonable fee based investment advisory services.
Belinda J. Sheffield, “B.J.”
- Asset Advisory Group, Inc. – 1991 -CFO, 2004-PRES
- A.G. Edwards & Sons, Inc. – 1986 – 1990
- Smith Barney, Harris Upham – 1982 – 1986
- Fischer, Johnson, Allen & Burke – 1981 – 1982 (Public Finance, Municipal Bonds)
- Other areas of experience: marketing, executive education, pension plan administration, software development and publishing, and sales.
- Eckerd College, St. Petersburg, FL
Eugene P. “Skip” Walker, Jr.
- Asset Advisory Group, Inc. – 1997
- Addison Financial Services – 1988
- A.G. Edwards & Sons, Inc. – 1981 – 1988
- Other areas of experience: athletic coaching, property appraisal.
- Florida Southern College, Lakeland, FL
SERVICES
- Independent & Objective Financial Guidance
- Personalized Financial Analysis
- Preparation of Long Term Strategies
Investment Processes
The Focus of this firm is to provide our clients with independent and objective financial guidance based upon the client’s conceptual needs and goals. These types of clients include corporate retirement and pension plans, personal and rollover IRA’s, estate and grantor living trusts, and individual portfolios.
Conference & Discovery
- In cooperation with the client, and consulting with other professional resources as required, Asset Advisory Group, Inc. endeavors to:
- Evaluate the client’s current financial status, establish their risk-reward tolerance, develop a grasp of client’s near and long term goals
- Asset Advisory Group, Inc. thoroughly evaluates these objectives, prioritizes the client’s efforts and resources toward formulating an effective investment strategy for the benefit of the client.
Selection of Resources
- Investments are selected from a vast universe of appropriate vehicles. The process of investment selection combines comparison of past performance and projected results in light of the proposed portfolio objectives and the client’s consent.
- Investment vehicles may include equities, government and corporate bonds, mutual funds of all types, money market accounts, insurance, annuities, and independent money management.
Implementation
- Clients may use Asset Advisory Group’s available business services and resources or their pre-existing relationships to execute the mutually agreed upon investment strategies and design.
Schedule of Fees
- Initial consultation is complimentary.
- Hourly fees are available or retainer basis for performing portfolio planning concepts, creating individual simulated portfolios, or independent annual reviews.
- Active management fees are based upon a percentage of total assets under management, usually starting around .005-.01% of assets under management up to $1,000,000.00, declining thereafter.
- Transaction charges are not included. These specific costs are provided under full disclosure documents upon request.
CLIENTS
Our Clients
The average Asset Advisory Group, Inc. client has over a million dollar net worth.
Clients may have single accounts or may include combinations of:
- Individual Investment Accounts
- Individual Grantor Trust Accounts
- Personal Living Trusts
- Charitable Remainder Trusts
- Pension/Benefit Trusts
- Individual Retirement Accounts (IRAs)
- Roth IRA’s and Roth IRA Conversions
- Rollover IRAs
- Educational IRA’s Section 529
Qualified Retirement Plans:
- (Defined Contributions, 401(k), Defined Benefit, Non-Qualified Retirement Plans)
- SAR-SEP and SEP-IRAs
- Corporate Investment Accounts
- Employee Stock Ownership Plans
Execution of Stock Options
*** We provide asset advisory for self-directed 401k employee participant accounts.
***We process the consolidation of several IRA sources