AW
AW

Amanda Wray

7 Years of Experience
Miami, FL

Amanda Wray is a registered investment advisor at Brightscape Investment Centers, based in Miami, FL, with 7 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 145 clients with $100M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
145 clients
Average Client Portfolio
$717K average
Assets Under Management
$104.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $300K1.00%
$300K+0.75%

Asset Management Fees are also charged on a flat dollar amount or as a percentage of up to 2.0% per annum. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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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Other Business Activities

Amanda owns Wray Properties, LLC, which holds short-term rental investment properties. Amanda is the Member-Manager, and the business is not investment related.

Employment History
Current Registrations
Brightscape Investment Centers
August 2020 - Present · 5 yrs 8 mos
Previous Registrations
Releve Financial Group
June 2018 - August 2020 · 2 yrs 2 mos
State Registrations2 states
AZCA
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.