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CFP
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CFP

Amy Bouchie

Western Wealth Management LLC
34 Years of Experience
Evansville, IN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Amy Bouchie is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Evansville, IN, with 34 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 11,253 clients with $5.4B in assets under management.

Western Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
112 advisors
Number of Clients
11,253 clients
Average Client Portfolio
$476K average
Assets Under Management
$5.4B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Maximum annual fee for comprehensive portfolio management will not exceed 3.0% of assets under management. Alternatively, a flat fee not to exceed 2.5% or a negotiated flat rate may apply. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1112 S. E. 1st St., Evansville, IN, 47713

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Amy's primary activity is with New Horizons Financial Consultants, her LPL business DBA, taking about 75% of her time. She also engages in insurance-related activities through Brokers Insurance, Pacific Life, Ash Brokerage, and Cavalier Associates, and provides investment advisory services through Western Wealth Management, dedicating about 10-20% of her time to each of these activities.

Employment History
Current Registrations
Western Wealth Management LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLC
May 2013 - Present · 13 yrs 5 mos
LPL Financial LLCBroker
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Level Four Advisory Services
March 2014 - August 2021 · 7 yrs 5 mos
Private Advisor Group, LLC
May 2013 - February 2014 · 9 mos
Ameriprise Financial Services, INC.
December 1998 - July 2013 · 14 yrs 7 mos
Ameriprise Financial Services, INC.Broker
January 1992 - July 2013 · 21 yrs 6 mos
Ids Life Insurance CompanyBroker
January 1992 - July 2006 · 14 yrs 6 mos
State Registrations7 states
DCFLILINKYTNVA
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.
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