Amanda Mahland is a registered investment advisor at Hbks Wealth Advisors, based in Naples, FL, 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 Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7,824 clients with $7.7B 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 | 2.75% |
Fees are based on a percentage of assets under management, varying by factors such as asset type and account size, with a maximum annual fee of 2.75%. Fees may be negotiated in limited circumstances.
Fee Estimator
Location
3838 Tamiami Trail North, Suite 202, Naples, FL, 34103
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 Activities
Amanda works as an administrative assistant for two financial advisors at HBKSorce Financial, dedicating full-time hours to this role. She is also a registered representative with Purshe Kaplan Sterling Investments since 2009.
Employment History
Current Registrations
Hbks Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
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
- Tyler Holes, CFPHbks Wealth Advisors
- Ryan Hawk, CFPHbks Wealth Advisors
- Brian Mallette, CFPHbks Wealth Advisors
- Jason Rundorff, CFPHbks Wealth Advisors
- Walter Schacht, CFPTruist Advisory Services, INC.
- Richard Simpson, CFP, ChFCMoran Wealth Management, LLC