Amanda Pilkerton
Amanda Pilkerton is a CFP-designated registered investment advisor at Prime Capital Financial, based in Houston, TX, with 19 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B 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 | 1.50% |
Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.
Fee Estimator
Location
1177 West Loop South - Suite #1610, Houston, TX, 77027
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 →Other Business ActivitiesSells Insurance
Amanda is an insurance agent selling fixed insurance products, dedicating a few hours per week to this activity. She also provides Medicare Supplement advice through Medicare Backoffice and is a partner in CHHSZ Holdings LLC, the sole owner of Prime Capital Investment Advisors, spending minimal time on these activities.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Goldman Sachs & CO. LLCBroker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Commonwealth Financial NetworkBroker
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
More Advisors
- Benjamin West, CFPPrime Capital Financial
- Karin Tyson, CFP, ChFCPrime Capital Financial
- Robert Massa, ChFCPrime Capital Financial
- Lauren Smith, CFPConcurrent Investment Advisors, LLC
- Thomas Hunt, CFAEagle Global Advisors LLC
- Bernardo Fernandez, CFAGfs Advisors LLC