Amy Smoragiewicz is a registered investment advisor at Seelaus Asset Management, LLC, based in Chatham, NJ, with 8 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seelaus Asset Management's (SAM) advisory fee for retail accounts can be up to 1.5% of the value of your portfolio annually. This fee is typically paid quarterly in advance. For institutional accounts, the fee can range up to 1.0% annually, paid quarterly in arrears. Fees are negotiable. SAM also offers an automated investment program called GAISER with a $10,000 minimum.
Location
26 Main Street, Suite 304, Chatham, NJ, 07928
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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 engages in direct retail sales of skincare and cosmetics through Beautycounter, dedicating a few hours per week to this activity and receiving commissions. She also participates in the Leveraged Loan Business through Seelaus Financial, spending a few hours per week during business hours.
Employment History
Current Registrations
Seelaus Asset Management, LLC
State Registrations1 state
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