AD
AD

Amy Dinges

6 Years of Experience
Broker

Amy Dinges is a registered investment advisor at Missionsquare Retirement, based in Fenton, MO, with 6 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,868 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

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%

The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.

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

Location

Fenton, MO

Get directions

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.

Learn about disclosures →
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 · 6 yrs 10 mos
Missionsquare Wealth Management
April 2019 - Present · 7 yrs
Missionsquare Wealth ManagementBroker
April 2019 - Present · 7 yrs
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.
Amy Dinges - Financial Advisor | TrueAdvisor