AG
AG

Anya Sophia Gage

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
6,466 clients
Average Client Portfolio
$251K average
Assets Under Management
$1.6B

Fee Structure

Minimum Annual Fee:$90
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Location

4353 Upton Ave S, Suite 103, Minneapolis, MN, 55410

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History

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.

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Other Business ActivitiesSells Insurance

Anya assists with fixed insurance needs analysis and applications through Centered Wealth, where she is licensed in MN for Health and Life insurance, spending minimal time on this. She also acts as a financial advisor and provides operational support for Centered Wealth, dedicating about half her time, and is a notary, spending minimal time on this.

Employment History
Current Registrations
Vanderbilt Advisory Services
October 2019 - Present · 6 yrs 4 mos
State Registrations1 state
MN
Advisor
Exams
No exam information available for this advisor.