Michael Errigo is a registered investment advisor at Agemy Wealth Advisors, LLC, based in Dever, CO, with 13 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, 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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Michael is a Manager of Account Services at Agemy Financial Services since 2018. This non-investment related activity takes nearly full-time.
Employment History
Current Registrations
Agemy Wealth Advisors, LLC
Previous Registrations
Gwfs Equities, INC.Broker
Chase Investment Services CORP.Broker
State Registrations1 state
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