Agilis Investment Management advises individuals and institutions on allocating savings to financial assets, focusing on current income through dividends and interest. They tailor investment advice based on a client's Statement of Investment Objectives, which considers their financial and personal circumstances. Agilis specializes in analyzing and managing financial assets that offer a generous level of current income, including taxable and tax-exempt options. Client service is an important part of the Agilis culture.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.80% |
Agilis will combine the market values of family portfolios to provide clients with the largest possible discount from the standard fee schedule. Agilis does not tier its fees. All client assets will be charged a fee at the lowest tier possible. Under certain circumstances, fees may be waived, discounted and or negotiated to non-standard rates. Agilis may exclude certain assets from calculation of management fees.