Amy White is a registered investment advisor at Journey Wealth Management, based in Cleveland, OH, with 20 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 545 clients with $940M 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 | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are subject to negotiation.
Fee Estimator
Location
22901 Millcreek Blvd., Suite 225, Cleveland, OH, 44122
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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 →Other Business Activities
Amy is a notary public for the State of Ohio since 2000, notarizing documents for one hour per month. This activity is not investment-related and is uncompensated.
Employment History
Current Registrations
Journey Wealth Management
Previous Registrations
Signal Tree Financial Partners LLC
Sequoia Financial Advisors, L.L.C.
Valmark Securities, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.Broker
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.