AP
CFP
AP
CFP

Amy Marie Parks

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
4,260 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$11.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.15%
$2.0M - $10.0M0.75%
$10M+0.50%

Fees and minimums are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

353 N. Clark Street, Suite 2775, Chicago, IL, 60654

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
The Mather Group, LLC
February 2019 - Present · 7 yrs
Previous Registrations
Dimensional Fund Advisors LP
January 2015 - August 2018 · 3 yrs 7 mos
Dfa Securities LLCBroker
November 2011 - August 2018 · 6 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Amy Marie Parks - Financial Advisor | TrueAdvisor