RA
RA
Rebecca Agamaite
19 Years of Experience
Green Bay, WI
2 Disclosures
Rebecca Agamaite is a registered investment advisor at Advisors Management Group INC, based in Green Bay, WI, with 19 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,931 clients with $710M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,931 clients
Average Client Portfolio
$369K average
Assets Under Management
$712.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.60% |
Fees are negotiable under limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2199 Lineville Road, Green Bay, WI, 54313
Get directionsHistory
Regulatory History (2)
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Customer Dispute
July 2012Denied
Customer Dispute
October 2007Denied
Employment History
Current Registrations
Advisors Management Group INC
March 2011 - Present · 15 yrs 1 mo
Previous Registrations
Metlife Securities INC.
December 2006 - March 2011 · 4 yrs 3 mos
State Registrations1 state
WI
Advisor
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Exams
No exam information available for this advisor.