Agile Wealth provides one-time financial plans, continuous financial planning subscriptions, limited scope financial consulting, and investment management. The firm uses Betterment and Altruist Financial as custodians. Financial planning includes net worth statements, cash flow analysis, tax planning, insurance reviews, and estate planning reviews. For continuous planning clients, Agile Wealth meets twice per year and provides ongoing support via email.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
These fees apply to non-Betterment accounts. For Betterment accounts, the total annual fee is 0.75% plus ETF fees (typically under 0.10%/year). Financial Planning monthly subscription service will be included in the Investment Management fee and thus waived for Clients that maintain an aggregate Assets Under Management of greater than $2.5M. Fees are negotiable.
