AD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1880 advisors
Number of Clients
817,328 clients
Average Client Portfolio
$368K average
Assets Under Management
$300.4B
Fee Structure
Minimum Investment:$100
Financial Planning:Included in AUM fee
This brochure does not include a fee table with fixed rates. Fees are not fixed, they vary within ranges.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
14321 N Northsight Blvd, Scottsdale, AZ, 85260
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Agapi is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is investment-related.
Employment History
Current Registrations
Vanguard Advisers, INC.
October 2019 - Present · 6 yrs 3 mos
Vanguard Marketing CorporationBroker
May 2011 - Present · 14 yrs 8 mos
Vanguard Marketing Corporation
May 2011 - Present · 14 yrs 8 mos
Previous Registrations
Harris InvestorlineBroker
April 2000 - August 2000 · 4 mos
Harris Investors Direct, INC.Broker
March 1998 - April 2000 · 2 yrs 1 mo
Citicorp Investment ServicesBroker
June 1997 - January 1998 · 7 mos
State Registrations4 states
AZILMITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.