Amie Sheputis is a registered investment advisor at Rfg Advisory, LLC, based in Creve Coeur, MO, with 17 years of industry experience. Amie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 17,410 clients with $8B 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 | 2.35% |
Fees are negotiated between the client and the financial advisor up to a maximum of 2.35%, which includes an RFG platform fee of up to 0.50%.
Fee Estimator
Location
Three City Place Drive, Suite 590, Creve Coeur, MO, 63141
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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
Amie works as staff at RFG Advisory, a registered investment advisor. This is a full-time commitment.
Employment History
Current Registrations
Rfg Advisory, LLC
Private Client Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, 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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