Nancy Agaiby is a registered investment advisor at Missionsquare Retirement, based in Washington, DC, with 26 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,868 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.
Fee Estimator
Location
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
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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 Activities
Nancy works as a caregiver for In Home Support Services, helping the elderly stay in their homes. This non-investment related activity takes about half of her time.
Employment History
Current Registrations
Missionsquare Retirement
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLC
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Linsco/private Ledger CORP.Broker
The Financial Cafe.com LLCBroker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Interfirst Capital CorporationBroker
E*trade Securities, INC.Broker
Waddell & Reed, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.