Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary based on the IAR, market value of assets, complexity of services, securities utilized, and administration level. The maximum program fee is 2.50%. Minimum new account values start at $10,000. Financial planning and consulting fees are also negotiable and can be hourly, fixed, or a percentage of assets. Cash sweep programs may generate revenue for the firm, creating a potential conflict of interest.
Areas of Practice
Advisor Information
Office location
600 Cleveland Street, Suite 1150, Clearwater, FL, 33755
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 provides administrative support as a Wealth Management Associate for Steward Partners Investment Advisory LLC and Steward Partners Global Advisory. She is also an owner of Hoffman Private Wealth Group and Hoffman Hibbard Private Wealth Group, working as a financial advisor and wealth management associate, respectively, though she dedicates minimal time to these activities.