Agemy Wealth Advisors offers financial planning and investment management services. Financial planning covers areas like cash management, retirement, and estate planning. For investment management, Agemy creates customized portfolios based on client objectives and risk tolerance, using securities like mutual funds and ETFs. Agemy may also recommend independent investment managers based on client needs, but clients are not obligated to use them. Agemy monitors these third-party advisors.
Fee Structure
Agemy Wealth Advisors manages investment portfolios for a fee based on a percentage of the assets they manage. The fee ranges from 0.85% to 2.00% annually. For accounts under $50,000, there is a minimum annual fee of $500. The fee is negotiable, and multiple accounts within the same household may be combined to achieve a lower fee. The fee is collected monthly, based on the account value at the end of the month.