AL
CFP
AL
CFP

Amanda Elizabeth Lisachenko

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningCharitable GivingEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
349 clients
Average Client Portfolio
$991K average
Assets Under Management
$345.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
$0K - $500K1.25%
$500K - $2.0M1.00%
$2M+0.85%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5885 Landerbrook Drive, Suite 110, Cleveland, OH, 44124

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Amanda is the President/CCO/IAR of James Reed Financial Services, Inc. and a registered representative with APW Capital, Inc. Amanda is also an independent licensed insurance agent selling life, long-term care insurance, and annuities.

Employment History
Current Registrations
Reed Financial Services, INC.
May 2015 - Present · 10 yrs 9 mos
Apw Capital, INC.Broker
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Financial Network Investment CorporationBroker
October 1999 - April 2011 · 11 yrs 6 mos
State Registrations15 states
AZCAFLIDILMAMDMIMONCNJNYOHSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.