Amy Drury
Amy Drury is a CFP-designated registered investment advisor at Stewardship Concepts Financial Services LLC, based in Spokane, WA, with 10 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 247 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable. A 25% discount off the base fee is offered for family members and friends, and for non-profit organizations. A minimum investment management fee of $750 per quarter applies.
Fee Estimator
Location
7307 N Division St Ste 205, Spokane, WA, 99208
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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 Activities
Amy serves as Treasurer for Spokane FPA, a non-profit organization supporting the financial planning profession. She dedicates minimal time to this non-investment related role, attending meetings and managing bookkeeping.
Employment History
Current Registrations
Stewardship Concepts Financial Services LLC
Previous Registrations
Stewardship Concepts Financial Services, LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations2 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.