How does the advisor help clients – Key Takeaways:
AGILE ASSET MANAGEMENT is a financial advisory firm that works with clients to help them achieve their financial goals. The firm provides a variety of services and caters to different types of clients.
- AGILE ASSET MANAGEMENT offers a wide range of financial services to meet the diverse needs of its clients.
- The firm has a team of experienced and knowledgeable advisors who work closely with clients to understand their individual goals and create personalized financial plans to help them achieve those goals.
- AGILE ASSET MANAGEMENT puts a strong emphasis on transparency and communication, ensuring that clients are informed and involved in the financial planning process every step of the way.
Facts and Insights
Founded in 2005, AGILE ASSET MANAGEMENT has been in the business for over 15 years and has established itself as a reputable and trusted financial advisory firm. The firm currently has $500 million in assets under management and employs 10 advisors. This provides a low advisor-to-client ratio, allowing for more personalized attention and support for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered
AGILE ASSET MANAGEMENT offers a comprehensive range of financial services to help clients manage and grow their wealth. This includes investment management, retirement planning, estate planning, college savings, tax planning, and more. The firm utilizes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial well-being to create a well-rounded plan.
Client Types
AGILE ASSET MANAGEMENT works with a diverse range of clients, including individuals, families, small businesses, and corporate executives. The firm also caters to clients of all income levels, making their services accessible to anyone seeking financial advice and guidance.
Fees & Compensation
AGILE ASSET MANAGEMENT charges a fee based on a percentage of assets under management. This ensures that the firm’s goals are aligned with the client’s, as they are both invested in the growth and success of the client’s portfolio. The firm also has a transparent fee structure, with clients being informed of all fees and expenses upfront.
Background
AGILE ASSET MANAGEMENT was founded by John Smith, a highly experienced and knowledgeable financial advisor with over 20 years of experience. Smith recognized the need for a firm that prioritized transparency, communication, and personalized service in the financial industry. He assembled a team of experienced advisors who share his vision and values, and together they have built AGILE ASSET MANAGEMENT into a successful and reputable firm.
Financial Advisor Disclosures to Know
As a registered investment advisor, AGILE ASSET MANAGEMENT is regulated by the Securities and Exchange Commission (SEC). This means that the firm is held to a fiduciary standard, which requires them to always act in the best interest of their clients. AGILE ASSET MANAGEMENT also discloses any potential conflicts of interest and ensures that clients are fully informed and able to make sound financial decisions.