Amy Witherbee is a registered investment advisor at Revolution Capital, INC, based in Salem, MA, with 12 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 72 clients with $44M 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 | 1.25% |
Fee is negotiable.
Fee Estimator
Location
Salem, MA
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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 owns 50% of Sanderling Expat Advisors, SAS, a financial advisory business for Americans living in France. She dedicates about half of her time to this business, which provides financial planning and advice.
Employment History
Current Registrations
Revolution Capital, INC
State Registrations1 state
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