Amy Abromaitis is a CFP-designated registered investment advisor at Carnegie Wealth Management, LLC, based in Berwyn, PA, with 28 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 229 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. For held-away defined contribution/benefit accounts, the fee is 1.00% of all assets. For held-away alternative assets, the fee is 3.00% of all assets.
Fee Estimator
Location
850 Cassatt Road, Suite 225, Berwyn, PA, 19312
Get directionsHistory
Regulatory 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 is the manager of Radar Enterprises, LLC, a real estate business, since 2006, dedicating minimal time to it. Amy is also a licensed insurance agent, though not registered with any insurance firm.
Employment History
Current Registrations
Carnegie Wealth Management, LLC
Previous Registrations
The Strategic Financial Alliance, INC.Broker
The Strategic Financial Alliance
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
The Marshall Financial Group, INC
Cambridge Investment Research, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Vanguard Marketing CorporationBroker
PFS Investments INC.Broker
Pruco Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.