advisor AEPG Wealth Strategies, with more than USD 1bn in combined client assets, the firm said.
AEPG has 27 employees and serves more than 600 advisory and retirement plan clients.
Additionally, AEPG has specialized expertise in advising medical professionals, such as doctors and dentists, with respect to their unique financial concerns, as well as designing and implementing comprehensive employee benefits packages for manufacturers.
In 2018, InvestmentNews named AEPG one of the Top 20 Best Places to Work for Financial Advisors in the US, and as NJBIZ Magazine's #12 Small Business Best Places to Work in New Jersey.
In addition to continuing to serve their clients, AEPG's talented team will serve as Pension and Group Employee Benefits specialists on the Wealth Enhancement Group Roundtable, providing additional value-add expertise and resources to help business owner clients across the country.
The fees, adds Don Goldberg, a vice president at AEPG
Wealth Strategies, could be met with skepticism from some advisors who hail from the investment world and are loath to degrade the price-performance of portfolios for which they already charge a fee to manage.
Before re-enrolling the employees, AEPG
Wealth Strategies sent participants written materials explaining the change and held group meetings.