Amy Mclendon Mclevaine
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFE's investment advisory fee is an annual wrap fee consisting of the Edwards Fee and, if applicable, the Manager Fee, up to a maximum of 2.50% annually. The Edwards Fee covers BFE's advisory services, account administration, trade execution, and advisor compensation. The Manager Fee covers portfolio management services. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. BFE’s investment advisory fees are negotiable.
Areas of Practice
Advisor Information
Office location
500 Corporate Parkway, Suite 125, Hoover, AL, 35242
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is a trustee for multiple family trusts and acts as power of attorney and agent for her parents, all of which are investment-related. These activities require minimal time commitment.