Agios Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

AGIOS Capital LLC is a registered investment advisor based in Pikesville, Maryland, offering both discretionary and non-discretionary portfolio management, alongside comprehensive financial planning services. AGIOS Capital develops customized investment strategies based on each client's individual needs and risk tolerance, utilizing a data-driven multi-asset approach that spans equities, fixed income, options, commodities, foreign exchange, cryptocurrencies, real estate, and alternative investments. The firm serves retail individuals, high-net-worth individuals, institutional clients, private investment vehicles, and international clients. In addition to standard asset-based management fees, AGIOS Capital offers fixed and hourly pricing structures, and charges performance-based fees to qualified clients.

Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Asset-based fees are up to 3% annually, billed monthly in arrears. Rates are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm