Amy Stangel is a CFP-designated registered investment advisor at Hanseatic Management Services INC, based in Albuquerque, NM, with 9 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 192 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hanseatic Management Services charges a percentage of your portfolio annually for investment management. The specific percentage depends on the product and is negotiated with each client. For individual clients, the fee is 1.50% if directly managed or 1.95% if sub-advised or part of a bundled fee program. Fees are calculated monthly based on the average daily balance of your account.
Location
5600 Wyoming Ne, Suite 220, Albuquerque, NM, 87109
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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.
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Amy is a sole proprietor of ABQSportfishing, an outdoor recreation business, since 2002. She spends minimal time on administrative duties related to this non-investment related activity.
Employment History
Current Registrations
Hanseatic Management Services INC
State Registrations6 states
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