Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers various advisory programs, including managed accounts and third-party managed solutions. Financial planning and consulting services are also available, with fees determined by the specific services provided. Advisory representatives may receive commissions from securities or insurance products purchased through them, creating a potential conflict of interest. The fees, payment structure, and termination features vary by program and are detailed in the respective program brochures and agreements.
Areas of Practice
Advisor Information
Office location
1859 Ogletree Rd, Auburn, AL, 36830
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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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Amanda receives compensation from renewals on policies sold between 2005-2013 and is an adjunct professor at Auburn University, teaching 1-2 courses per semester. She also works as an assistant with Arbor Point, dedicating a few hours per week to advisory affiliation work.