Amy Lord is a CFA-designated registered investment advisor at Suncoast Equity Management, LLC, based in Tampa, FL, with 10 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 809 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
5550 W Executive Dr, Suite 320, Tampa, FL, 33609
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Suncoast Equity Management, LLC
State Registrations1 state
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