Agata Investments LLC offers financial advice to investors, focusing on the discretionary portion of portfolios for high-net-worth individuals and trusts. Agata provides advice on specific investments and suggested portfolios, but does not provide custodial services or trade on clients' behalf. They offer financial planning billed hourly and portfolio management billed as a monthly subscription.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Agata Investments LLC offers portfolio management services where they allocate your investments to a portfolio of US stocks. You'll receive monthly portfolio updates by email. The fee is $1,000 per month, and the contract can be renewed or cancelled with notice. Agata doesn't guarantee investment performance.
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