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Amy Kaufman is a registered investment advisor at Meeder Advisory Services, INC., based in Dublin, OH, with 20 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,800 clients with $2.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
3,800 clients
Average Client Portfolio
$550K average
Assets Under Management
$2.1B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary based on program. Fees for the Managed Account Program may include an additional 0.10% for each tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6125 Memorial Dr, Dublin, OH, 43017
Get directionsHistory
Regulatory History (5)
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Financial
October 2023Final
Financial
March 2018Final
Financial
December 2017Final
Financial
September 2017Final
Financial
August 2017Final
Employment History
Current Registrations
Meeder Advisory Services, INC.
November 2025 - Present · 5 mos
Meeder Distribution Services, INC.Broker
November 2025 - Present · 5 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - February 2025 · 1 yr 8 mos
Summit Brokerage Services, INC.Broker
May 2016 - December 2019 · 3 yrs 7 mos
First Allied Securities, INC.Broker
May 2016 - September 2022 · 6 yrs 4 mos
Cetera Financial Specialists LLCBroker
February 2016 - February 2025 · 9 yrs
Cetera Investment Services LLCBroker
February 2016 - February 2025 · 9 yrs
Cetera Advisors LLCBroker
February 2016 - February 2025 · 9 yrs
Cetera Advisor Networks LLC
November 2015 - June 2023 · 7 yrs 7 mos
Cetera Advisor Networks LLCBroker
September 2015 - February 2025 · 9 yrs 5 mos
Charles Schwab & CO., INC.Broker
May 2006 - December 2007 · 1 yr 7 mos
Chase Investment Services CORP.Broker
November 2005 - May 2006 · 6 mos
Citistreet Equities LLCBroker
November 2004 - October 2005 · 11 mos
Charles Schwab & CO., INC.Broker
June 1998 - October 2004 · 6 yrs 4 mos
Sunamerica Securities, INC.Broker
May 1997 - April 1998 · 11 mos
State Registrations2 states
CAOH
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.