Emily Agnew is a registered investment advisor at Westend Advisors, LLC, based in Charlotte, NC, with 13 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,149 clients with $1.9B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
4,149 clients
Average Client Portfolio
$450K average
Assets Under Management
$1.9B
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees and terms are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1001 Morehead Square Drive, Suite 600, Charlotte, NC, 28203
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Previous Registrations
Westend Advisors, LLC
March 2022 - March 2026 · 4 yrs
Westend Advisors, LLC
December 2021 - February 2022 · 2 mos
Exams
No exam information available for this advisor.