Amy Oh is a CFP-designated registered investment advisor at Taurus Capital Advisors, LLC, based in Lake Oswego, OR, 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 263 clients with $230M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable based on investment strategy and household account management size. Accounts under $750,000 are subject to an annual minimum fee of $7,500 covering both planning and management.
Fee Estimator
Location
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR, 97035
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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 the owner of Boingy LLC, a manufacturer of baby products, since 2008.
Employment History
Current Registrations
Taurus Capital Advisors, LLC
Previous Registrations
Sage Financial Advisors INC.
Sage Financial Advisors INC.
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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