Amy Wallace is a registered investment advisor at Mutual Advisors, LLC, based in Draper, UT, with 10 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B 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 | 2.00% |
Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.
Fee Estimator
Location
Draper, UT
Get directionsHistory
Regulatory History (1)
Financial
March 2017Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citicorp Investment ServicesBroker
Citicorp Investment ServicesBroker
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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