Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MWA Financial Services offers transaction-based fees (commissions) for brokerage accounts and flat/hourly or asset-based fees for advisory accounts. Asset-based fees are charged quarterly as a percentage of assets under management. Custodial fees and product-related expenses (expense ratios) may also apply. 12b-1 fees are refunded to clients in Adviser Managed Accounts. Fees are negotiable based on level of assets invested and the time and complexity of your situation.
Areas of Practice
Advisor Information
Office location
79 N. Sandusky Street, Delaware, OH, 43015
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 Activities
Amanda is involved in direct sales of essential oils through Young Living Essentials Oils since 2016, dedicating minimal time. She is also an employee at Banks & Associates CPAS, LLC, spending minimal time assisting with the securities business.