Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for portfolio management or advisory services are typically a percentage of assets held in the institution's account and vary depending on the services chosen. Consulting services are typically charged at an hourly rate, but IAA reserves the right to charge an annual fee based on a percentage of the institution's investment assets. All fees are negotiable and agreed upon prior to entering into a contract. Fees are paid in advance and do not include third-party fees.
Areas of Practice
Advisor Information
Office location
228 State Road 248, Suite 2A, Kamas, UT, 84036
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 involved in several outside business activities, including owning a business leasing entity, serving on a non-profit committee, and working as an independent consultant for a pension plan administrator. She also works as a loan officer for a mortgage company full-time and as an independent health insurance agent, dedicating minimal time to each.