Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This is a wrap fee program, meaning you pay one bundled fee for investment advice and transaction costs. Fees are negotiable, but there are maximums. The Client Fee includes both an Advisor Fee and a Manager Fee. The Program Fee ranges from 0.17% to 0.12% for the first $5M of an account/household, and 0.05% for any amount above $5M. There is a minimum annual account fee for each program on AdvisorEnterprise that may be assessed to your account. The minimum annual account fee is $95 for APM accounts with wrap (APM -Wrap), $75 for Fund Strategist Portfolios and Separately Managed Accounts (SMA) and $350 for Unified Managed Accounts (UMA).
Areas of Practice
Advisor Information
Office location
6340 South 3000 East, Suite 350, Salt Lake City, UT, 84121
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 works as a notary, dedicating minimal time to notarizing signatures. She also owns Lucky Few Consulting, used as a pass-through tax entity, and works full-time as an IAR with Elevated Private Wealth Advisors.