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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
% Discretionary
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
Reviews for Agili, P.C.
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