Amy Stuber is a CFP-designated registered investment advisor at Saling Wealth Advisors, based in Louisville, KY, with 19 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 230 clients with $620M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $6.0M | 0.80% |
| $6.0M - $7.0M | 0.75% |
| $7.0M - $8.0M | 0.70% |
| $8.0M - $9.0M | 0.65% |
| $9.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
The stated rate applies to all assets under management. Fees are negotiable for accounts over $10,000,000 and special situations.
Fee Estimator
Location
9750 Ormsby Station Road, Suite 102, Louisville, KY, 40223
Get directionsHistory
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
Saling Wealth Advisors
Previous Registrations
J.J.B. Hilliard, W.L. Lyons, LLC
State Registrations3 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
More Advisors
- Noah Polk, CFPSaling Wealth Advisors
- Christian Doyle, CFPSaling Wealth Advisors
- Jason Stuber, CFASaling Wealth Advisors
- Tendai Charasika, CFPSaling Wealth Advisors
- Jeffrey Gough, CFPSaling Wealth Advisors
- Eric Saling, CFPSaling Wealth Advisors