Advisor at Agile Investments
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Firm
Agile Investments
Location
Asheville, NC 28801
Credentials
Series 66
Industry experience
22 years
Jack Steinhilber is a financial advisor at Agile Investments in Asheville, NC, with 22 years of industry experience. He holds a Series 66 designation and previously operated Steinhilber Enterprises for 17 years before founding Agile Enterprises, LLC. He also manages the Agile Income Fund, LLC, a private real estate lending fund. Agile Investments provides individualized portfolio management to high-net-worth individuals and trusts, utilizing a primarily active, tactical investment approach based on fundamental economic and asset class analysis. The firm employs exchange-traded funds and no-load mutual funds, with the flexibility to include individual securities when appropriate.
$0 - $1,000,000: 0.75% annually $1,000,001+: 0.25% annually
Negotiated hourly fee arrangements available
Minimum fee: $750 per quarter Fee-only: Negotiated fixed fee arrangements available
19 Rankin Avenue, Ste 124
Asheville, NC 28801
North Carolina
Agile Enterprises, LLC
2018 - Present (8 years)
Steinhilber Enterprises
2001 - 2018 (17 years)
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Is active or affiliated with:
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Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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