About AGILIS WEALTH MANAGEMENT
AGILIS WEALTH MANAGEMENT is a leading financial advisory firm dedicated to providing expert guidance and customized strategies to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, AGILIS WEALTH MANAGEMENT is equipped to assist clients in all aspects of wealth management, from investment planning to retirement planning and insurance strategies.
How the Advisor Helps Clients – Key Takeaways:
Facts and Insights
As a financial expert, AGILIS WEALTH MANAGEMENT stays up-to-date on the latest market trends and economic insights in order to provide clients with informed and strategic advice. The firm also conducts thorough research and due diligence to ensure that clients have access to a wide range of investment options that align with their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management (as of 2019):
| Year | Assets Under Management (in billions) |
|---|---|
| 2015 | $2.5 |
| 2016 | $3.1 |
| 2017 | $3.8 |
| 2018 | $4.5 |
| 2019 | $5.2 |
Number of Advisors (as of 2019):
| Year | Number of Advisors |
|---|---|
| 2015 | 10 |
| 2016 | 12 |
| 2017 | 16 |
| 2018 | 20 |
| 2019 | 25 |
AGILIS WEALTH MANAGEMENT has been in business since 2015, providing clients with expert financial guidance for over four years.
Financial Services Offered
AGILIS WEALTH MANAGEMENT offers a comprehensive range of financial services to help clients build and protect their wealth. These services include portfolio management, investment planning, retirement planning, insurance strategies, and tax planning. Each service is tailored to the individual needs and goals of each client in order to ensure maximum effectiveness and success.
Client Types
AGILIS WEALTH MANAGEMENT caters to a diverse range of clients, including high-net-worth individuals, business owners, corporate executives, and retirees. The firm is committed to providing personalized solutions that meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
Portfolio Management Fees:
The fees for portfolio management services are based on a percentage of the assets under management and are typically charged annually. The exact fee structure may vary depending on the size of the portfolio and the services provided. As a fiduciary, AGILIS WEALTH MANAGEMENT is committed to transparency and will always fully disclose all fees and compensation to clients.
Financial Planning Fees:
For financial planning services, AGILIS WEALTH MANAGEMENT charges an hourly rate or a flat fee, depending on the complexity of the client’s financial situation and the services required. All fees are discussed and agreed upon with the client before any services are rendered.
Background
AGILIS WEALTH MANAGEMENT was founded by a team of experienced and reputable financial advisors with a shared vision of helping clients achieve financial success. The firm is based on the principles of trust, transparency, and personalized service. AGILIS WEALTH MANAGEMENT has quickly become a trusted and respected name in the financial industry, earning numerous accolades and recognition for its exceptional service and client satisfaction.
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