Agile Wealth Partners provides financial planning, investment management, and estate planning services. Financial planning includes a review of your financial situation, goals, and risk tolerance, and may cover topics like retirement projections and tax analysis. Investment management involves creating a customized portfolio based on your goals and risk tolerance. Estate planning services assist with reviews of existing plans and gathering information for outside firms to create or update documents.
Assets Under Management$26M
Clients36
Advisors3
Avg. per Client$720K
Avg. per Advisor$8.7M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.85% |
The management fee is negotiable based on the size of the account. You may aggregate accounts to achieve a lower rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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