How does the advisor help clients – Key Takeaways:
The team at Agile Investments is dedicated to providing personalized financial planning and investment management services to help their clients achieve their financial goals. They utilize a comprehensive approach to financial planning, taking into account each client’s unique needs and circumstances.
Through ongoing communication and monitoring, Agile Investments helps their clients stay on track and make necessary adjustments to their financial plan as needed.
Facts and Insights
Here are some key facts and insights about Agile Investments:
- Founded in 2005
- Assets Under Management: $500 million
- Number of Advisors: 10
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Agile Investments offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
Agile Investments works with a diverse client base, including:
- Individuals and families
- Small business owners
- High-net-worth individuals
- Retirees
- Corporate executives
Fees & Compensation
Agile Investments is a fee-based advisory firm, meaning they charge a fee for their services and do not receive commissions for recommending specific investments. This fee is usually a percentage of the client’s assets under management and is outlined in a written agreement between the advisory firm and the client.
Their fees may vary based on the services provided and the complexity of the client’s financial situation. They are committed to transparency and will fully disclose all fees and any potential conflicts of interest to their clients.
Background
The team at Agile Investments is led by experienced financial advisors who are dedicated to helping their clients achieve their financial goals. They have a deep understanding of the financial industry and stay up-to-date on market trends and regulations to provide the best possible advice to their clients.
Their advisors hold various professional certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and adhere to a strict code of ethics to ensure the highest level of integrity in their services.
Financial Advisor Disclosures to Know
Before hiring any financial advisor, it’s important to understand their background and any potential disciplinary actions or complaints filed against them. Here are some key disclosures to know about Agile Investments:
- Registered with the SEC as an investment advisor
- Member of FINRA
- No criminal or civil legal actions or complaints
- No regulatory actions or complaints