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Amanda Harrell

10 Years of Experience
Metairie, LA

Amanda Harrell is a registered investment advisor at Fpl Capital Management, LLC, based in Metairie, LA, with 10 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 324 clients with $1.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
324 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

FPL Capital Management's fees for wealth and asset management range from $5,000 to $15,000 annually. In some cases, a fee of 0.70% of your portfolio will be charged until the annual fee reaches the maximum for the service level you selected, but it will not exceed $15,000. Financial planning is included for no additional fee for wealth and asset management clients.

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Location

3525 North Causeway Boulevard, Suite 633, Metairie, LA, 70002

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Fpl Capital Management, LLC
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Morgan Stanley
April 2015 - January 2017 · 1 yr 9 mos
Morgan StanleyBroker
March 2015 - January 2017 · 1 yr 10 mos
State Registrations2 states
LATX
Advisor

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
No exam information available for this advisor.