AS
CFP
AS
CFP

Amanda Standard

6 Years of Experience
Warren, NJ
May Earn Commission

Amanda Standard is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Warren, NJ, with 6 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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Location

28 Mountain Blvd, Warren, NJ, 07059

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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
Commonwealth Financial Network
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Hightower Advisors, LLC
January 2022 - January 2024 · 2 yrs
Bluerock Wealth Management, LLC
April 2021 - December 2021 · 8 mos
Novare Capital Management
July 2019 - June 2020 · 11 mos
Mercer Global Advisors INC.
November 2017 - February 2019 · 1 yr 3 mos
State Registrations2 states
GANJ
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.
Amanda Standard - Financial Advisor | TrueAdvisor