Amy Seagroatt is a CFA-designated registered investment advisor at Shade Tree Advisors LLC, based in Saratoga Springs, NY, with 27 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 4 more. Their firm serves 34 clients with $1.5B 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% |
Asset-based fees range from 0.10% to 1.00% annually, billed quarterly in arrears. Subject to a minimum relationship fee of $5,000.
Fee Estimator
Location
19 Railroad Place, Suite 301, Saratoga Springs, NY, 12866
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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 →Other Business Activities
Amy is a finance/investment committee member for the Make-A-Wish Foundation since 2014. This activity is investment-related and takes minimal time.
Employment History
Current Registrations
Shade Tree Advisors LLC
Previous Registrations
Mercer Allied Company, L.P.Broker
William Blair & Company L.L.C.Broker
Lehman Brothers INC.Broker
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.
Exams
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