Amy Fredritz
Amy Fredritz is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Upper Sandusky, OH, with 9 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.
Fee Estimator
Location
103 Reservoir Road, Upper Sandusky, OH, 43351
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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 ActivitiesSells Insurance
Amy works as a Wealth Manager at ARC Private Wealth, dedicating a significant amount of time to this role. She also serves as Treasurer for the Marion Foundation Board, requiring minimal time commitment.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations9 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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