Taylor Eagle is a registered investment advisor at Agile Wealth Partners, based in Northville, MI, with 3 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 36 clients with $26M 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 $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.85% |
The management fee is negotiable based on the size of the account. You may aggregate accounts to achieve a lower rate.
Fee Estimator
Location
Northville, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Agile Wealth Partners
State Registrations1 state
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