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The fee is billed in advance, is negotiable and requires an account of at least $5,000.","source":"AGH WEALTH ADVISORS, LLC FORM ADV PART 2 BROCHURE, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does AGH Wealth Advisors use?","answer":"AGH Wealth Advisors’ separately managed account assets are held at LPL Financial LLC (Boston, MA), with $258M and American Trust Custody Services (Pittsburgh, PA), with $194M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does AGH Wealth Advisors have?","answer":"AGH Wealth Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 6 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does AGH Wealth Advisors invest in?","answer":"At the end of its last fiscal year, AGH Wealth Advisors’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does AGH Wealth Advisors have a minimum investment?","answer":"Yes, AGH Wealth Advisors’ minimum account size for its AGH Wealth Wrap Fee Program is $5K.","source":"AGH WEALTH ADVISORS, LLC FORM ADV PART 2 BROCHURE, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns AGH Wealth Advisors?","answer":"AGH Wealth Advisors’ direct owner is Allen, Gibbs & Houlik, L.C. 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