Amy Barrett
Amy Barrett is a registered investment advisor at Raymond James & Associates, INC., based in Ponte Vedra Beach, FL, with 6 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B 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 | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
814 A1A North, SUITES 100 and 303, Ponte Vedra Beach, FL, 32082
Get directionsHistory
Regulatory History (1)
Financial
March 2021Other Business Activities
Amy acts as power of attorney for her parents' USAA banking and is a successor trustee for the Kufeke Family Trust. These activities are investment-related and require a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
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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