Lidia Amodei is a CFA, CFP-designated registered investment advisor at Attleboro Wealth Management LLC, based in Yardley, PA, with 31 years of industry experience. Lidia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 142 clients with $130M 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 | 2.00% |
Maximum annual fee does not exceed 1.25% for asset management, 2.00% for comprehensive portfolio management, and 1.00% for portfolio monitoring. Fees are negotiable.
Fee Estimator
Location
1051 Lindenhurst Road, Yardley, PA, 19067
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 →Employment History
Current Registrations
Attleboro Wealth Management LLC
Previous Registrations
Allspring Funds Management, LLC
Allspring Funds Distributor, LLCBroker
Wells Fargo Funds Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Vanguard Advisers INC
Vanguard Marketing CorporationBroker
State Registrations3 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.
Exams
More Advisors
- David White, CFAAttleboro Wealth Management LLC
- Jesse D'elia, CFPAttleboro Wealth Management LLC
- Mark Byelich, CFPAttleboro Wealth Management LLC
- William Purdy, CFPVentura Wealth Management
- Paul Klimkowski, CFPOsaic Wealth, INC.
- Casey Startzell, CFPOsaic Wealth, INC.