Amerity Wealth Management charges fees for asset management, financial planning, and UK pension plan services. Asset management fees are negotiable and based on a percentage of assets, with platform fees also applying. Financial planning fees are fixed or hourly, depending on the service. UK pension transfer services involve initial and ongoing fees, plus third-party costs. Fees are negotiable, but advisory representatives cannot exceed the maximum fees outlined in the brochure. For Pontera Solution Platform, the annual fee is 1.80% up to $750,000, 1.30% for $750,001 to $2,000,000, and 0.80% over $2,000,000, plus a 0.30% platform fee.
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813
Get directionsBrian works as an insurance professional at Amerity Financial, presenting seminars and meeting with clients to sell annuity products. This activity takes about a quarter of his time and represents 40% of his total yearly compensation.