Amos Sheena
Amos Sheena is a registered investment advisor at Q3 Asset Management Corporation, based in Birmingham, MI, with 17 years of industry experience. Amos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,456 clients with $730M 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% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
2175 Cole Street, Birmingham, MI, 48009
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
Amos is an independently licensed insurance agent, working from the advisor's main office. This activity involves up to 10% of Amos's time.
Employment History
Current Registrations
Q3 Asset Management Corporation
Previous Registrations
Q3 Asset Management Corporation
Cssc Investment Advisory Services, INC.
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.