Amanda Pfeifle is a registered investment advisor at F L Putnam Investment Management CO., based in Reston, VA, with 3 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, Charitable Giving, Education Planning, Estate Planning, and 8 more. Their firm serves 3,054 clients with $9.7B 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 $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances. Separately managed accounts use flat fees (0.25% to 0.65%).
Fee Estimator
Location
11911 Freedom Drive, Suite 730, Reston, VA, 20190
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 is the owner and photographer for CE Media & Design, providing photography services since 2021. She spends minimal time on this non-investment related activity.
Employment History
Current Registrations
F L Putnam Investment Management CO.
Previous Registrations
Aog Wealth Management
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
- Erin Holt, CFPF L Putnam Investment Management CO.
- Sarah Gosselin, CFPF L Putnam Investment Management CO.
- Aaron Rosen, CFAF L Putnam Investment Management CO.
- Frederick BaerenzF L Putnam Investment Management CO.
- James Ortlip, CFPF L Putnam Investment Management CO.
- Patrick Mccarthy, CFA