Amy Mastromonaco
Amy Mastromonaco is a registered investment advisor at Flying Point Financial, INC., based in North Andover, MA, with 22 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 191 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flying Point Financial charges an annual fee for wealth management services, which includes investment management. The fee ranges from 0.50% to 1.50% of the value of your portfolio, depending on the amount you invest, the composition of your portfolio, and the complexity of your situation. This fee is calculated each quarter based on the value of your investments on the last day of the previous quarter.
Location
855 Turnpike Street, North Andover, MA, 01845
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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
Flying Point Financial, INC.
Previous Registrations
Morgillo Financial Management, INC.
State Registrations2 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.