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AB
CFP
AB
CFP

Amanda Berry

Strategic Wealth Group
13 Years of Experience
Eden Prairie, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

Amanda Berry is a CFP-designated registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 13 years of industry experience. Amanda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,557 clients with $1.5B in assets under management.

Strategic Wealth Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
3,557 clients
Average Client Portfolio
$432K average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5M+1.00%

Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Alternatively, a flat fee of up to 2.0% may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347

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History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Amanda is the owner of AssetWise Capital LLC for tax/investment purposes, and operates under Strategic Wealth Group as a DBA for LPL business, taking up nearly a full-time commitment. She is also an IAR for Strategic Wealth Group RIA LLC, dedicating about a quarter of her time, and spends minimal time on non-variable insurance and tax preparation/accounting.

Employment History
Current Registrations
Strategic Wealth Group
February 2021 - Present · 5 yrs 8 mos
LPL Financial LLCBroker
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
LPL Financial LLC
March 2015 - October 2020 · 5 yrs 7 mos
Ameriprise Financial Services, INC.Broker
January 2006 - June 2007 · 1 yr 5 mos
State Registrations24 states
ARAZCACOCTFLGAIAIDINMNMOMTNCNJNVNYOHOKSDTXVAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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