Evan Terry is a registered investment advisor at Agh Wealth Advisors, LLC, based in Wichita, KS, with 1 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning, Tax Planning. Their firm serves 489 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGH Wealth manages client accounts through a wrap fee program. This means you pay one bundled fee that covers investment management, custodial services, and trading costs. The exact fee is negotiable, but it will not exceed 2.00% annually. This fee is calculated based on the value of your portfolio at the end of the previous quarter and is billed quarterly in advance.
Location
301 N. Main Street, Suite 1700, Wichita, KS, 67202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Evan operates AGH Wealth Management as a DBA for his LPL business and dedicates full-time hours to it. He also provides administrative support and investment advisory services through AGH Wealth Advisors, LLC, an independent investment advisor firm, spending full-time hours on these activities as well.
Employment History
Current Registrations
Agh Wealth Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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