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Rebecca Agamaite

Advisors Management Group INC
19 Years of Experience
Green Bay, WI
2 Disclosures
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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, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,918 clients with $820M in assets under management.

Advisors Management Group INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,918 clients
Average Client Portfolio
$427K average
Assets Under Management
$819.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M0.85%
$2M+0.60%

Fees may be 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

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History

Regulatory History (2)
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Customer Dispute
July 2012
Denied
Customer Dispute
October 2007
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Advisors Management Group INC
March 2011 - Present · 15 yrs 7 mos
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.
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