AGILI, P.C.
Richmond, Virginia
AGILI, P.C. is a distinguished investment advisory firm based out of Richmond, VA, committed to providing expert financial guidance to individuals and institutions. With a team of 19 dedicated professionals, including 11 experienced investment advisors, they deliver comprehensive wealth management services. AGILI, P.C. prides itself on managing a substantial amount of assets under management (AUM), averaging around $51,470,000 per investment advisor, aligning with industry standards. Their compensation structure caters to clients' diverse needs and includes options such as a percentage of AUM, hourly charges, and fixed fees. ...
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Assets Under Mgmt

$972.54M

Investment Professionals

11

Locations

1

% 401K & Individual

4%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
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