A complete list of active advisors currently associated with Agile Wealth Partners
Warmer can help you find a great advisor at Agile Wealth Partners or one who fits your needs even better.
Agile Wealth Partners serves individual and high-net-worth clients, as well as corporations and pension or profit-sharing plans, managing about $32 million across roughly 40 client relationships. The firm provides discretionary portfolio management alongside comprehensive and ongoing financial planning, estate-planning support, and business consulting for family or closely held companies. Investment management uses a tactical asset-allocation approach that combines fundamental and technical analysis, with discretionary authority to rebalance portfolios as needed and weekly internal reviews of holdings. Financial planning clients receive tailored written plans with ongoing monitoring and monthly contacts for updates, and the firm attempts at least annual client reviews. A distinguishing feature is that an owner is a licensed insurance professional who does not actively sell insurance to clients, an affiliation the firm discloses and manages through its policies. The firm is relatively small by client count and offers both percentage-of-assets and negotiable flat annual fee arrangements, along with direct business-consulting services for owner-managed firms.
To learn more about the advisors currently working at Agile Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Northville, MI
| 4
| |
Northville, MI
| 20
| |
Northville, MI
| 13
|
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