Amanda Stilwell is a registered investment advisor at The Wealth Boutique, based in Chester, NJ, with 7 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 287 clients with $94M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fee Estimator
Location
245 Main Street, Suite 205, Chester, NJ, 07930
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 is a District Sales Director at The Assurance Group, selling life, health, and fixed index annuities. This activity takes more than full-time.
Employment History
Current Registrations
The Wealth Boutique
Previous Registrations
Alphastar Capital Management, LLC
Regal Investment Advisors LLC
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.