Agular Asset Management offers ongoing asset management services to clients. They work with clients to determine their investment goals, time horizon, and risk tolerance. Investment strategies, investment selection, and asset allocation are based on these factors. Agular Asset Management has the authority to execute investment program transactions on behalf of clients.
Assets Under Management$23M
Clients15
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...