Amanda Hanquist is a registered investment advisor at Fit Wealth, based in Grand Island, NE, with 9 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Rates shown are for the Core Portfolio Strategy. The Dynamic Portfolio Strategy charges 1.50% for the first $5,000,000. Fees are negotiable for amounts above $5,000,000.
Fee Estimator
Location
214 N. Locust St., Ste 8, Grand Island, NE, 68801
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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 →Employment History
Current Registrations
Fit Wealth
Plan Group Financial, INC.
Previous Registrations
Plan Group Financial, INC.
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Farmers Financial Solutions, LLCBroker
State Registrations3 states
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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