Amy Perrin is a registered investment advisor at Fifth Third Wealth Advisors LLC, based in Springfield, IL, with 3 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,498 clients with $7.8B 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Rates shown are for accounts holding equity, cash, and mixed assets. Fixed income and cash-only accounts are charged 0.50% up to $5M and 0.375% over $5M. All accounts are subject to a $7,500 minimum annual fee. Fees are negotiable.
Fee Estimator
Location
2041 W. Iles Ave, Suite A, Springfield, IL, 62704
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 a 20.67% interest in a family-owned land trust that produces corn and soybeans. She has no duties or position in its operation and devotes minimal time to it.
Employment History
Current Registrations
Fifth Third Wealth Advisors LLC
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.
Exams
More Advisors
- Connor Mcandrew, CFPSikich Financial
- Morgan Padget, CFPBerger Financial Group
- Joseph Oettel, CFPLighthouse Financial & Consulting Services, LLC
- Marc Jacobs, CFPCetera Investment Advisers LLC
- Nathaniel Boyle, CFPMoney Concepts Advisory Service
- Jacob Gronewold, CFPLPL Financial LLC