Terrance Agnew
CRD Number: 6112358Current Firm: Agnew Capital Management LLC
Compensation Model: Fee Only
Terrance Agnew (CRD# 6112358) is an Investment Advisor Representative working at Agnew Capital Management LLC , with over 4 years of experience in the finance industry.
Terrance holds the Accredited Investment Fiduciary (AIF®) Designation from the Center for Fiduciary Studies. The AIF® Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. Terrance is a member of the Investment Management Consultants Association.
As an independent investment consulting firm, Agnew Capital Management (ACM) serves as investor advocate for its clients. Because we are independent, we sit on the same side of the table as our clients and we recommend investment solutions based on their unique needs and circumstances, without conflicts of interest.
ACM is committed to providing successful families, business owners, retirement plan sponsors, foundations, and endowments with independent, unbiased investment advice and perspective, to enable them to achieve their personal and organizational goals. ACM is built on long-term relationships based on a reputation for integrity, innovation and vision and by staying focused on what matters most: our clients.
Investor Advocate: Clients work with an independent local advisor, who is held to the highest standards in the investment services industry.
Open Architecture: Investment strategies are structured and implemented in accordance with each client’s specific requirements and are not restricted to generic solutions.
Resources: Clients have access to advice, resources, and related benefits previously available only to large institutional clients, without the associated conflicts of interest.
Clients receive consistent, superior investment consulting services that enhance their quality of life and provide peace of mind. We specialize in serving:
- Successful Families and Individuals
- Professionals and Business Owners
- Foundations and Endowments
- Retirement Plans
CRD# 6175350
Edward Jones
CRD# 6568957
Edward Jones
CRD# 4366332
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agnew Capital Management LLC | Sierra Vista, AZ | Aug 2012 - Current | 11 |
| Us Army | Ft. Huachuca, AZ | Jan 2018 - Dec 2022 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- AZ
-
Total Assets Under Management3MILLIONS
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Total Number of Accounts38ACCOUNTS
-
Average Account Value$70,784
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ
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