Sergey Agres is a CFA-designated registered investment advisor at Ama Office Solutions LLC, based in Needham, MA. Sergey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10 clients.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Subject to an annual minimum fee of $3,000. Fees are negotiable and may depend on portfolio or project complexity and size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Needham, MA
Get directionsHistory
Regulatory History (1)
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Criminal
April 2007Final Disposition
Employment History
Current Registrations
Ama Office Solutions LLC
May 2026 - Present · 5 mos
State Registrations1 state
MA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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