Amanda Beeler
Amanda Beeler is a CFP-designated registered investment advisor at Washington Avenue Advisors, based in Lansing, MI, with 12 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 689 clients with $340M 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 $500K | 1.50% |
| $500K - $1.0M | 0.98% |
| $1.0M - $2.0M | 0.98% |
| $2.0M - $3.0M | 0.87% |
| $3.0M - $4.0M | 0.76% |
| $4.0M - $5.0M | 0.76% |
| $5M+ | 0.65% |
Fees are generally negotiable. The firm also offers investment advisory services through a flat annual fee.
Fee Estimator
Location
1146 South Washington Avenue, Lansing, MI, 48910
Get directionsHistory
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
Amanda sells and services fixed group benefits and individual fixed life insurance, disability insurance, long-term care insurance, health insurance, and fixed annuities through various carriers since 2015. She also assists a PSI registered representative with client preparation and servicing, dedicating full-time hours to this role.
Employment History
Current Registrations
Washington Avenue Advisors
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations10 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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