Agile Investment Management, LLC

Fee-Only (% of Portfolio)

Agile Investment Management is an investment advisor that offers global unconstrained fixed income strategies. Agile Investment Management tailors its advisory services to the individual needs of each client based on agreed-upon investment guidelines. The firm expects to manage almost exclusively fully discretionary accounts.

Assets Under Management$750M
Clients1
AdvisorsN/A
Avg. per Client$750M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

Agile Investment Management charges fees based on the market value of the assets under management. The fees are expressed as an annual rate but billed monthly or quarterly.

For the Agile Global Multi Sector Opportunities strategy (minimum $50 million):

  • 0.35% on the first $50 million of assets
  • 0.30% on $50 million to $200 million of assets
  • 0.25% thereafter

For the Agile Global Multi Sector Ultra strategy (minimum $100 million):

  • 1.0% on assets and 20% of profits
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Agile Investment Management, LLC | TrueAdvisor