Amy Bloom
Amy Bloom is a registered investment advisor at Bloom Financial, LLC, based in Westminster, CO, with 7 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. If Bloom utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2.00% of assets under management.
Fee Estimator
Location
Westminster, CO
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2025Other Business ActivitiesSells Insurance
Amy is an insurance agent through Bloom Life, LLC since 2019, dedicating minimal time to this practice. She is also an owner and investment advisor representative at Bloom Financial LLC, providing wealth management services.
Employment History
Current Registrations
Bloom Financial, LLC
Previous Registrations
Fourstar Wealth Advisors, LLC
Bloom Financial, LLC
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.