Amber Schiffert is a registered investment advisor at Tara Wealth, based in Durham, NC, with 7 years of industry experience. Amber operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 30 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.80% |
This fee applies to clients who are engaged in Comprehensive Financial Planning Services. Clients with more than $1,000,000 in assets under management qualify for Total Wealth Management, which includes Comprehensive Financial Planning as part of the Investment Management Fee. The advisory fee consists of a flat fee for the first $1 million in assets under management. For assets exceeding $1 million, a blended percentage-based fee is applied according to the predefined levels in the fee schedule, resulting in a combined weighted fee.
Fee Estimator
Location
Durham, NC
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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 ActivitiesSells Insurance
Amber is an insurance agent selling life insurance since 2017, dedicating about 10-20% of her time to this activity. She also works as a group fitness instructor, spending a few hours per week on this.
Employment History
Current Registrations
Tara Wealth
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.