Daniel Agemy
Daniel Agemy is a registered investment advisor at Agemy Wealth Advisors, LLC, based in Dever, CO, with 11 years of industry experience. Daniel 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, Investment Management, and 2 more. Their firm serves 429 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Agemy Wealth Advisors manages investment portfolios for a fee based on a percentage of the assets they manage. The fee ranges from 0.85% to 2.00% annually. For accounts under $50,000, there is a minimum annual fee of $500. The fee is negotiable, and multiple accounts within the same household may be combined to achieve a lower fee. The fee is collected monthly, based on the account value at the end of the month.
Location
7900 East Union Avenue, Suite 1100, Dever, CO, 80237
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is the Vice President of Operations and Partner of Agemy Financial Strategies, focusing on retirement planning, annuities, life insurance, and investments, dedicating about a third of his time. He also owns rental property, mines Bitcoin and digital assets, and hosts a radio show.
Employment History
Current Registrations
Agemy Wealth Advisors, LLC
Previous Registrations
Client One Securities LLC
Client One Securities LLCBroker
State Registrations3 states
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