Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management services are negotiated between you and your Financial Advisor, with a maximum of 2.00% annually (1.50% for Annuity Allocations). There's a minimum annual fee of $200 ($300 for UMA accounts). The American Funds F2 Direct-at-Fund Platform has a fixed fee of 0.75%. Financial consulting is available at an hourly or fixed rate. Fees are deducted from your account or billed directly.
Areas of Practice
Advisor Information
Office location
Palm Harbor, FL
Get directionsRegulatory History
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.
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Amy is a USCCA Certified instructor at Girls N Guns Self Defense, teaching women how to self-defend themselves with handguns since May 2023. This non-investment related activity takes minimal time.