Agile Investments manages investment portfolios for clients based on their individual needs and goals. They use both discretionary and non-discretionary management, meaning they can make trades for you or require your approval first. Agile Investments primarily uses exchange-traded funds and mutual funds, but can also buy individual stocks. Client assets are held at Charles Schwab.
Assets Under Management$24M
Clients10
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.25% |
Fees may be negotiable in certain instances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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