Andrew Agemy
Andrew Agemy is a registered investment advisor at Agemy Wealth Advisors, LLC, based in Dever, CO, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 429 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Agemy Wealth Advisors manages investment portfolios for a fee based on a percentage of the assets they manage. The fee ranges from 0.85% to 2.00% annually. For accounts under $50,000, there is a minimum annual fee of $500. The fee is negotiable, and multiple accounts within the same household may be combined to achieve a lower fee. The fee is collected monthly, based on the account value at the end of the month.
Location
7900 East Union Avenue, Suite 1100, Dever, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is a proprietor/agent for Agemy Financial Strategies, Inc., selling various insurance products and fixed annuities since 1990, taking about half of his time. He also owns Connecticut Sound Tax Group, Inc., manages rental property, owns a retirement income marketing franchise, hosts a radio show, and is a board member for a foundation.
Employment History
Current Registrations
Agemy Wealth Advisors, LLC
Previous Registrations
Client One Securities LLC
State Registrations3 states
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