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Terrance B. Agnew, MBA, AIF ®

Securing Your Family’s Financial Well Being

Agnew Capital Management LLC

Sierra Vista

AZ

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Other Portfolio Management

Qualifications

Experience

No timeline events available.
Employer Years Dates
Agnew Capital Management LLC 5 years, 1 month Aug 2012 - Present
Us Army (Civil Service) 10 years Aug 2002 - Aug 2012

Designations & Memberships

  • Investment Management Consultants Association
    Membership
    Investment Management Consultants Association
    IMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.

Articles and Answers

Insights by Terrance Agnew

IRA Rollover Update
Published 2016-01-07 07:43:26
Costs and Fees
Published 2015-09-27 09:19:43
Portfolio Risk Revisited
Published 2015-08-15 14:19:18
Portfolio Diversification
Published 2015-02-15 18:44:44
Handling Market Volatility
Published 2015-01-17 12:19:48
Should You Hire an Investment Advisor?
Published 2014-09-20 10:19:02
Retirement Plan Options
Published 2014-09-07 15:48:21
Wealth Management Planning & Wealth Managers
Published 2014-08-24 08:45:46
Mitigating Risks in an Investment Portfolio
Published 2014-04-27 14:18:17
Types of Portfolio Risks
Published 2014-02-09 19:22:25
What are Exchange Traded Funds?
Published 2013-11-17 15:01:43
Portfolio Construction
Published 2013-07-04 11:22:14
What is a fee only investment advisor?
Published 2013-05-19 20:12:56
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    ETFs vs Index Funds in Tax Exempt Retirement Accounts?
    Colin: The advantages of ETFs are realized in 401k accounts that allow intra-day trading. ETFs trade on exchanges much the same way stocks do. An investor places buy or sell orders that are executed through a brokerage. This allows the investor to sell holdings in the case of a major market declin...  (more)
    Answered May 2014
    What return should we expect for 6-10 year period?
    There are many factors that impact the return an investor can expect to receive on their portfolio.First, is the general direction of the overall economy, both here in the US and overseas. When economies are doing well businesses tend to do well, resulting in rising stock prices. At a personal lev...  (more)
    Answered Nov 2013
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Sep 6, 2012
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        N/A
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Agnew Capital Management LLC

      Last updated on Feb. 6, 2017
        • $1.5M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 23
          Accounts
        • $65.2K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements