Amy Gwyn Sachs

Steward Partners Investment Advisory, LLC

41 Years of Experience

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Firm Information

Steward Partners Investment Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

419 advisors

Number of Clients

31,228 clients

Average Client Portfolio

$793K average

Assets Under Management

$24.8B

Fee Structure

Minimum Investment:$10K

Fees are negotiable and vary based on the IAR, market value of assets, complexity of services, securities utilized, and administration level. The maximum program fee is 2.50%. Minimum new account values start at $10,000. Financial planning and consulting fees are also negotiable and can be hourly, fixed, or a percentage of assets. Cash sweep programs may generate revenue for the firm, creating a potential conflict of interest.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

7550 Wisconsin Ave. Suite 420, Bethesda, MD, 20814

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 1989

Settled

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Other Business ActivitiesSells Insurance

Amy is an agent for Steward Partners Global Advisory, installing non-variable insurance products, and spends minimal time on this. She also acts as a trustee for multiple trusts and has a personal investment in Slate Craft Goods LLC, dedicating minimal time to each.