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AOG Wealth Management, Inc.

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15 Jun

Infographics: What is Wealth Management

by AOG Wealth Management

Want to know more about wealth management? Get to understand what it is through this simplified visual guide – and see if it is for you.

What is Wealth Management

Category: Infographics

 

Securities offered through Kalos Capital, Inc. located at 11525 Park Woods Circle, Alpharetta, Georgia 30005 and/or TD Ameritrade Institutional Services located at 7801 Mesquite Bend Drive, Suite 112, Irving, TX 75063-6043. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of either Kalos Capital, Inc. or TD Ameritrade Institutional Services.

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Endowment Model
There are material differences between the terms under which endowments and individuals can invest in alternative investments. These differences include, but are not limited to commissions and fees, conflicts of interest, access to investment opportunities, size, investment time horizons, and the ability to tolerate illiquidity. There is no standard or exact definition of the endowment model. Portfolio design, specific investments and ultimately performance vary considerably among endowments and investors. Kalos Capital and AOG Wealth Management do not claim that any investor will achieve the same result as any endowment, institution, or other investor. AOG Wealth Management Investment Advisor Representatives may have a conflict of interest when they recommend securities where they earn a commission as Registered Representatives of Kalos Capital. We address this conflict by disclosing the fees and commissions related to the investments recommended to our clients. Also, Kalos representatives and AOG Wealth Management Investment Advisor Representatives do not earn both advisory fees and brokerage commissions on the same asset. The endowment model may incorporate asset classes and/or individual investments that are illiquid (less than quarterly liquidity) and contain speculative elements and therefore may not be suitable for investors with short-term liquidity needs or low tolerance of risk in their portfolio. We will discuss each individual client’s risk tolerance, liquidity needs, and ability to withstand capital losses in their portfolio, prior to making any recommendations.