Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Intrua Financial charges fees for asset management, held away account services, third-party money managers, financial planning/consulting, and qualified retirement plan advisory services. The minimum account opening balance is $10,000, which may be negotiable based upon certain circumstances.
Areas of Practice
Advisor Information
Office location
Marble Hill, MO
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 ActivitiesSells Insurance
Amy owns Buchheit Financial Services, LLC, offering financial advisory services and managing client relationships, taking nearly full-time. She also owns and manages DAB Leasing, LLC (semi-trailer leasing) and Buchheit Properties, LLC (vacation rental), dedicating minimal time to each.