Amerity Wealth Management, LLC
Assets Under Management
$277.3M
Number of Clients
659
Number of Advisors
15
Average Client AUM
$421K
AUM per Advisor
$18.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Amerity Wealth Management provides investment and financial advice, asset management, and financial planning services. They manage portfolios on a discretionary basis, utilizing third-party asset managers and various investment strategies. They also offer UK pension plan investment services and financial planning services tailored to individual needs.
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
Location
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813