Jeffrey Annis is a CFP-designated registered investment advisor at Agw Capital Advisors, based in Tampa, FL, with 24 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 166 clients with $1.5B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.25% |
All fees are negotiable.
Fee Estimator
Location
511 W. Bay Street, Suite 310, Tampa, FL, 33606
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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
Jeffrey is a member of the Finance Committee for St. Mary's Episcopal Day School, a volunteer position involving investment-related activities. This requires minimal time each month.
Employment History
Current Registrations
Agw Capital Advisors
Previous Registrations
Captrust Financial Advisors
Wells Fargo Advisors Financial Network, LLC
Captrust Financial Advisors
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.