Terrance Agnew is a registered investment advisor at Agnew Capital Management LLC, based in Sierra Vista, AZ, with 13 years of industry experience. Terrance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $3.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.75% |
Fees are negotiable for clients with $500,000 and up.
Fee Estimator
Location
Sierra Vista, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Agnew Capital Management LLC
State Registrations1 state
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