Agate Pass Investment Management provides investment management services. Agate analyzes clients' existing assets and develops an asset allocation plan. Agate primarily invests in individual stocks and bonds, with some use of mutual funds and exchange-traded funds. Investment strategies are based on each client's goals, experience, risk tolerance, and tax situation. Agate manages portfolios with discretionary authority.
Assets Under Management$340M
Clients124
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$11,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum portfolio size and fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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