Agnew Capital Management offers investment management services based on clients' goals, risk tolerance, and time horizon. They create an investment policy statement for each client and construct a portfolio to match their specific situation. Agnew Capital Management also offers investment consulting services, providing tailored investment advice, research, and planning to help clients achieve their investment portfolio objectives.
Assets Under Management$3.1M
Clients20
Advisors1
Avg. per Client$150K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.75% |
Fees are negotiable for clients with $500,000 and up.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...