Amy Michelle Ormsby

Allstate Financial Advisors, LLC

17 Years of Experience

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Firm Information

Allstate Financial Advisors, LLC

Compensation

N/A

Number of Advisors

316 advisors

Number of Clients

280 clients

Average Client Portfolio

$293K average

Assets Under Management

$82.0M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

AFA receives compensation from FIWA based on a percentage of your managed assets, up to 1.5%. Your IAR (Investment Advisory Representative) receives a portion of this fee and can negotiate a reduction. The fees are charged quarterly, in advance, based on the market value of your account. The table above shows the fee ranges for different account sizes. These fees cover investment advice and trading costs within the FMAX wrap fee program.

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Areas of Practice

Investment Management

Advisor Information

Office location

151 N 8th St Ste 450, Lincoln, NE, 68508-1316

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Regulatory History

Clean regulatory record

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.