Boutique Wealth Services:
Fee based advisors partnering with clients transitioning into their next steps in life.
Health Wellness Planning
|
Financial Organization
|
Investment Management
|
"Retirement" is changing... So how do we work with our clients?
|
We recognize everyone is at a different stage in life, different life circumstances affect their lifestyle and financial needs.
Below you will see a chart that explains that every life stage is important and requires fiduciary guidance to create solutions that satisfy those needs. To be flexible to this reality we use two different relationship models with our clients. 
|
|
So how do we work with our clients?
We recognize everyone is at a different stage in life, different life circumstances affect their lifestyle and financial needs. Below you will see a chart that explains that every life stage is important and requires fiduciary guidance to create solutions that satisfy those needs. To be flexible to this reality we use two different relationship models with our clients.
Relationship Models:
Assets under management Model, this is paid in an annual fee but divided into 12 monthly portions. This keeps us on constant retainer and allows us to help you manage your assets as well with our custodial partners. The planning process is the same and will be a prioritized journey over the course of 6 to 18 months then constantly checking up and evolving over time as our relationship grows. Total assets managed becomes the calculator in deciding your overall fee which is listed below. The complexity, trading strategies and longevity will augment the fee as stated below or reduce it accordingly.
AUM schedule:
$100,000 to $250,000 Up to 1.40%
$250,001 to $500,000 Up to 1.30%
$500,001 to $1,000,000 Up to 1.20%
$1,000,001 to $2,000,000 Up to 1.10%
$2,000,001 to $4,000,000 Up to 1.00%
$4,000,001 and Above Up to 0.85%
* Ask us about our client longevity fee reduction plan, we believe in the planning process and long term investing as the key to success, so we reward it.
Planning retainer model, planning based model that can be paid monthly or annually with an average range of $100 to $2400 monthly which depends on needs, time and resources. As we know planning is much more than helping someone invest. In this model we takes our clients through a 12 month prioritized planning journey through each segment that affects their current lifestyle first and then on to the next priority. This model does involve investment strategy and planning but we do not custody the assets with our partners and manage them.
Assets under management Model, this is paid in an annual fee but divided into 12 monthly portions. This keeps us on constant retainer and allows us to help you manage your assets as well with our custodial partners. The planning process is the same and will be a prioritized journey over the course of 6 to 18 months then constantly checking up and evolving over time as our relationship grows. Total assets managed becomes the calculator in deciding your overall fee which is listed below. The complexity, trading strategies and longevity will augment the fee as stated below or reduce it accordingly.
AUM schedule:
$100,000 to $250,000 Up to 1.40%
$250,001 to $500,000 Up to 1.30%
$500,001 to $1,000,000 Up to 1.20%
$1,000,001 to $2,000,000 Up to 1.10%
$2,000,001 to $4,000,000 Up to 1.00%
$4,000,001 and Above Up to 0.85%
* Ask us about our client longevity fee reduction plan, we believe in the planning process and long term investing as the key to success, so we reward it.
Planning retainer model, planning based model that can be paid monthly or annually with an average range of $100 to $2400 monthly which depends on needs, time and resources. As we know planning is much more than helping someone invest. In this model we takes our clients through a 12 month prioritized planning journey through each segment that affects their current lifestyle first and then on to the next priority. This model does involve investment strategy and planning but we do not custody the assets with our partners and manage them.
Investment advisory services performed by Agile Wealth LLC. a registered investment adviser in the state of Michigan. The adviser may transact
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are
not guaranteed. Be sure to consult with a qualified financial adviser or a tax professional before implementing any strategy discussed herein.
|
SCHWAB CLIENT LOGIN |
CONTACT
|
|
