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Amy Dinges

7 Years of Experience
Fenton, MO
Broker

Amy Dinges is a registered investment advisor at Missionsquare Retirement, based in Fenton, MO, with 7 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 40,527 clients with $6.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
135 advisors
Number of Clients
40,527 clients
Average Client Portfolio
$156K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

Fees may be waived or discounted by agreement between the firm and your plan sponsor. Legacy clients may pay lower fees.

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

Fenton, MO

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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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Other Business Activities

Amy works as a shopper for Shipt, a shopping service, dedicating a few hours per week to this non-investment related activity. She shops for people at grocery stores.

Employment History
Current Registrations
Missionsquare Retirement
June 2019 - Present · 7 yrs 4 mos
Missionsquare Wealth Management
April 2019 - Present · 7 yrs 6 mos
Missionsquare Wealth ManagementBroker
April 2019 - Present · 7 yrs 6 mos
State Registrations10 states
COIAILKSMNMONDNESDWY
AdvisorBrokerBoth

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.
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