Marc Agel
Marc Agel is a CFP-designated registered investment advisor at Albanyadvisor Group LLC, based in Albany, NY, with 28 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 412 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AlbanyAdvisor Group's investment management fee ranges from 0.50% to 1.50% annually, based on the amount of assets managed, the complexity of the services, and the overall client relationship. The fee is calculated based on the market value of your investments at the end of each quarter and is deducted from your account. Fees may be negotiable.
Location
20 Corporate Woods Blvd.., Suite 400, Albany, NY, 12211-2396
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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
Marc is involved in several business activities, including being a registered investment advisor with AlbanyAdvisor Group, LLC, and owning MEA Financial Enterprises, LLC, where he develops models for mutual fund alpha deviation. He also owns PKS Financial, where he sells fixed life insurance and annuity contracts, and AAG Business Management, LLC, which provides office space and support, and AAG Insurance Services, LLC, which handles insurance commissions.
Employment History
Current Registrations
Albanyadvisor Group LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Pks Advisory Services, LLC
Mcdonald Investments INC.Broker
Linsco/private Ledger CORP.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Nylife Securities INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations18 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.