Private Wealth Services
Wealth - Tax - Estate
Boutique Wealth Services:
Fee based advisors partnering with clients transitioning into their next steps in life.
Health Wellness Planning
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Financial Organization
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Investment Management
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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.
"Retirement" is changing... So how do we work with our clients?
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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. 
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Relationship Models:
Assets under management Model, Our Assets Under Management (AUM) model provides comprehensive financial planning paired with direct investment management through our trusted custodial partners, billed as an annual fee divided into convenient monthly payments. Phase One of our relationship focuses on a prioritized, 12- to 18-month planning journey designed to organize your financial life and address your most critical goals. Once that foundation is firmly established, we transition into Phase Two, providing continuous monitoring and strategic adjustments to ensure your plan naturally evolves as your life changes. Your customized fee is calculated based on your total managed assets, with fair adjustments made to reflect the specific complexity of your needs, specialized trading strategies, and the longevity of our partnership.
AUM schedule:
$100,000 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.
Planning retainer model, our retainer-based planning model provides comprehensive, advice-only financial guidance tailored to your specific needs, with flexible monthly or annual payment options ranging from $200 to $5,000. Because true wealth management goes far beyond simply picking investments, we guide you through a prioritized, 12-month journey that starts by securing your current lifestyle before tackling your next biggest financial goals. While we deliver expert investment strategy and holistic planning, we do not custody or manage your assets directly. This collaborative approach ensures our advice remains completely objective and empowers you to maintain total control of your wealth while executing a clear, step-by-step plan for your future.
Assets under management Model, Our Assets Under Management (AUM) model provides comprehensive financial planning paired with direct investment management through our trusted custodial partners, billed as an annual fee divided into convenient monthly payments. Phase One of our relationship focuses on a prioritized, 12- to 18-month planning journey designed to organize your financial life and address your most critical goals. Once that foundation is firmly established, we transition into Phase Two, providing continuous monitoring and strategic adjustments to ensure your plan naturally evolves as your life changes. Your customized fee is calculated based on your total managed assets, with fair adjustments made to reflect the specific complexity of your needs, specialized trading strategies, and the longevity of our partnership.
AUM schedule:
$100,000 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.
Planning retainer model, our retainer-based planning model provides comprehensive, advice-only financial guidance tailored to your specific needs, with flexible monthly or annual payment options ranging from $200 to $5,000. Because true wealth management goes far beyond simply picking investments, we guide you through a prioritized, 12-month journey that starts by securing your current lifestyle before tackling your next biggest financial goals. While we deliver expert investment strategy and holistic planning, we do not custody or manage your assets directly. This collaborative approach ensures our advice remains completely objective and empowers you to maintain total control of your wealth while executing a clear, step-by-step plan for your future.
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.
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