Agman Capital provides investment management and family office services to affluent investors. Services include wealth preservation, investment management, succession planning, family governance, legacy planning, and philanthropy. Investment portfolios are tailored to individual client needs and risk tolerance, typically consisting of a concentrated portfolio of 15-30 companies.
Assets Under Management$140M
Clients2
Advisors1
Avg. per Client$70M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee of $1,000,000 per year per family. Also charges a performance-based fee of 15% of the account percentage change above the monthly average of the 10 Year Treasury Yield.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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