Ameritas Advisory Services charges fees based on the specific program and services you choose. These fees can be asset-based for investment management or may involve separate charges for financial planning or consulting. Some programs are 'wrap fee' programs, meaning the fee covers both advisory services and transaction costs, while others charge transaction costs separately. It's important to discuss the costs and benefits of each option with your IAR to determine the most suitable approach for your financial situation.
San Carlos, CA
Get directionsAmy is licensed as an independent insurance agent to sell fixed insurance products. She is also a partner in EDWAAR Realty Trust, Beach Bluff and Woodworks, Boom Planning, and Canvas Financial, spending nearly full-time on Canvas Financial to share ideas and help grow practices.