Amy Sanor is a CFP-designated registered investment advisor at Vicus Capital, INC., based in State College, PA, with 14 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,277 clients with $3B 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 $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees vary by specific investment strategy and advisor negotiation. Household accounts may qualify for blended fee schedules.
Fee Estimator
Location
476 Rolling Ridge Drive, Suite 315, State College, PA, 16801
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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
Amy provides administrative services to advisors at Vicus Capital, Inc., a registered investment advisor and financial services firm, dedicating full-time hours to each role. She also serves in fiduciary roles for her mother, including future executor, agent in healthcare directive, and attorney in fact, which requires minimal time.
Employment History
Current Registrations
Vicus Capital, INC.
Cetera Wealth Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Scottrade, INC.Broker
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
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