Amy Stone
Amy Stone is a registered investment advisor at Acumen Wealth Advisors, LLC, based in Chattanooga, TN, with 17 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 271 clients with $590M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Subadvisor fees range from 0.10% to 0.75%. Some accounts may incur a platform fee of 0.04% per year (minimum $50) and an optional tax overlay service for 0.10% per year.
Fee Estimator
Location
250 Forest Avenue, Chattanooga, TN, 37405
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
Amy is an insurance agent with The ASA Group, selling and servicing insurance products since 2019. This activity requires about 10-20% of Amy's time.
Employment History
Current Registrations
Acumen Wealth Advisors, LLC
Previous Registrations
NFP Advisor Services, LLC
Morgan Keegan & Company, INC.
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.