Amanda Coleman
Amanda Coleman is a registered investment advisor at Sky-Mountain Capital Management, based in Ketchum, ID, with 15 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 141 clients with $210M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable. Accounts within the same household will be combined for a reduced fee. Less active accounts may receive more favorable pricing. Employees and their family related accounts are charged a reduced fee.
Fee Estimator
Location
251 Northwood Way, Suite H, Ketchum, ID, 83340
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 ActivitiesSells Insurance
Amanda is her mother's power of attorney and owns Amanda Zoe Coleman Photography as a hobby. She also works as an insurance agent selling life insurance and is a committee member for the Oregon State University Library Advisory Council.
Employment History
Current Registrations
Sky-Mountain Capital Management
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.