Amanda Eimers is a registered investment advisor at Town Capital, based in Bel Air, MD, with 3 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 131 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
131 clients
Average Client Portfolio
$931K average
Assets Under Management
$121.9M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.30% |
Fees are negotiable and may vary from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
112 W Pennsylvania Ave, Ste 301, Bel Air, MD, 21014
Get directionsHistory
Regulatory History (1)
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Financial
June 2016Final
Employment History
Current Registrations
Town Capital
May 2024 - Present · 1 yr 11 mos
Previous Registrations
The Kelly Group
August 2021 - January 2022 · 5 mos
Wells Fargo Clearing Services, LLC
February 2019 - March 2020 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
January 2019 - March 2020 · 1 yr 2 mos
State Registrations2 states
MDTX
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.