Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Amerity Wealth Management charges fees for asset management, financial planning, and UK pension plan services. Asset management fees are negotiable and based on a percentage of assets, with platform fees also applying. Financial planning fees are fixed or hourly, depending on the service. UK pension transfer services involve initial and ongoing fees, plus third-party costs. Fees are negotiable, but advisory representatives cannot exceed the maximum fees outlined in the brochure. For Pontera Solution Platform, the annual fee is 1.80% up to $750,000, 1.30% for $750,001 to $2,000,000, and 0.80% over $2,000,000, plus a 0.30% platform fee.
Areas of Practice
Advisor Information
Office location
12200 West Colonial Drive, Suite 300, Winter Garden, FL, 34787
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
Christopher is involved in three outside business activities: Metropolis Productions, Antigravity, and self-employment as an acrobat. These activities involve performing acrobatic routines and take up varying amounts of Christopher's time, from a few hours per week to about a quarter of his time.