Amy Fields is a registered investment advisor at Investments Plus LLC, based in Waco, TX, with 9 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 43 clients with $21M 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 $500K | 0.80% |
| $500K - $1000K | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $6.0M | 0.40% |
| $6.0M - $7.0M | 0.35% |
| $7.0M - $8.0M | 0.30% |
| $8M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
200 W. Hwy 6, Suite 611, Waco, TX, 76712
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 Activities
Amy owns and manages rental properties since 2002, spending a few hours per week on average. Her responsibilities include collecting rent, paying invoices, and coordinating maintenance.
Employment History
Current Registrations
Investments Plus LLC
Previous Registrations
Disciplined Investors, L.L.C.
State Registrations1 state
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.