Amanda Simmons
Amanda Simmons is a CFP-designated registered investment advisor at Stifel Independent Advisors, LLC, based in Salt Lake City, UT, with 17 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 7,902 clients with $5B 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 | 1.00% |
Fees can go up to 1.00% for the Summit program and vary by specific wrap fee program or strategy. Actual fees are set out in the fee schedule of your advisory agreement and are generally negotiable.
Fee Estimator
Location
1240 E 2100 S, Ste 400, Salt Lake City, UT, 84106
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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
Amanda manages several entities, including ALAS Advisors LLC, Arc Wealth Management LLC and its 401k plan, and CiBaz Properties LLC. She also serves on the finance committee and as a board member for Girl Scouts of Utah, and is a notary public; these activities take minimal time.
Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
Stifel Independent Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations22 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
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