Amyjo Mcelfresh
Amyjo Mcelfresh is a CFP-designated registered investment advisor at Amphora Wealth Management, LLC, based in Chapel Hill, NC, with 8 years of industry experience. Amyjo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 94 clients with $150M 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 $2.0M | 1.00% |
| $2.0M - $6.0M | 0.80% |
| $6.0M - $16.0M | 0.60% |
| $16M+ | 0.50% |
Asset-based fee schedule is inclusive of the fee charged by Focus Partners Advisor Solutions, LLC. Subject to a minimum annual fee of $8,000.
Fee Estimator
Location
100 Europa Drive, Suite 431, Chapel Hill, NC, 27517
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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
Amyjo is the President of AJM Consulting, Inc. d/b/a Holistic Insurance Solutions, originally formed in 2011. While the company name includes "Insurance Solutions", Amyjo is not actively selling insurance and only receives trailing commissions, dedicating minimal time to this activity.
Employment History
Current Registrations
Amphora Wealth Management, LLC
Previous Registrations
Guardian Pointe Private Wealth Management, LLC
State Registrations1 state
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