Jin Hu is a registered investment advisor at Agilis Investment Management LLC, based in Wilton, CT, with 5 years of industry experience. Jin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 198 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.80% |
Agilis will combine the market values of family portfolios to provide clients with the largest possible discount from the standard fee schedule. Agilis does not tier its fees. All client assets will be charged a fee at the lowest tier possible. Under certain circumstances, fees may be waived, discounted and or negotiated to non-standard rates. Agilis may exclude certain assets from calculation of management fees.
Fee Estimator
Location
187 Danbury Road, Suite 206, Wilton, CT, 06897
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Agilis Investment Management LLC
Previous Registrations
Round Rock Advisors LLC
Greenwich Investment Management, INC.
State Registrations2 states
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