Ami Shah is a CFP-designated registered investment advisor at Steward INC., based in Washington, DC, with 4 years of industry experience. Ami operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 38 clients with $66M 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 | 0.50% |
| $1.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10.0M - $30.0M | 0.20% |
| $30M+ | 0.10% |
Annual fee includes a flat $5,000 base fee plus a percentage of assets under management. Fee tiers are applied marginally. Minimum annual fee of $7,500 (flat fee + AUM fee).
Fee Estimator
Location
Washington, DC
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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
Ami is a limited partner in Glimpse LLC, a digital photo frame company, for passive income. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Steward INC.
Previous Registrations
Hemington Wealth Management
State Registrations6 states
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