Agave Wealth Advisors (AWA) offers investment advisory services to individuals and institutions on both a discretionary and non-discretionary basis. AWA assesses clients' financial situations to determine their investment objectives and risk tolerance, then recommends suitable investment strategies. Client portfolios are constructed using various asset classes and investment vehicles, including ETFs, mutual funds, individual equities, and bonds. AWA monitors client accounts daily and provides annual reviews to ensure alignment with financial goals. AWA recommends clients grant discretionary authority for timely execution of trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees negotiable for amounts over $2,000,000. Existing clients may be under a previous fee schedule that may result in lower fees.