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.
401 Westpark Court, Suite 200, Peachtree City, GA, 30269
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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 →Dawn works as an insurance agent for Amerity Financial, an Insurance Marketing Organization. This activity is non-investment related and takes about 10% of Dawn's time.