Michael Agee
Michael Agee is a registered investment advisor at Strategic Advisory Services, based in Memphis, TN, with 27 years of industry experience. Michael 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, Insurance Planning, and 2 more. Their firm serves 340 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Advisory Services charges an annual fee based on the value of your portfolio. The exact fee is negotiable and depends on the complexity of your account.
The fee covers quarterly performance reports, monthly newsletters, insurance analysis, portfolio analysis, client workshops, wealth transfers, market updates, defined contribution asset allocation, and client reviews. Transaction fees may also apply, depending on the account type.
Location
6465 Quail Hollow Road, Suite 301, Memphis, TN, 38120
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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
Michael operates Strategic Wealth Management as a DBA for his LPL business and provides investment advisory services through Strategic Advisory Services LLC, dedicating nearly full-time hours to these activities. He also works as a soccer referee for about 10-20% of his time and sells non-variable insurance as an agent, spending a few hours per week.
Employment History
Current Registrations
Strategic Advisory Services
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations15 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.