AGenTech Equities, LLC provides investment advice tailored to individual client needs. They offer discretionary portfolio management, developing strategies based on client objectives and risk tolerance. AGenTech focuses on U.S. exchange-listed equity securities and options, particularly within the AI and technology sectors. They use thematic, fundamental, and technical analysis to construct concentrated portfolios. The firm requires clients to grant discretionary authority to manage their accounts.
Assets Under Management$470K
Clients2
Advisors1
Avg. per Client$230K
Avg. per Advisor$470K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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