Amy Magnotta is a CFA-designated registered investment advisor at Seeds, based in Sarasota, FL, with 16 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 950 clients with $1B 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 | 0.60% |
Fees are negotiable. Seeds may also offer its services for a fixed fee.
Fee Estimator
Location
Sarasota, FL
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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 →Employment History
Current Registrations
Seeds
Previous Registrations
Rkl Private Wealth
Orion Portfolio Solutions, LLC
Brinker Capital Investments, LLC.
Brinker Capital INC
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
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