Amy Marchitello is a registered investment advisor at S Squared Retirement Solutions LLC, based in New York, NY, with 1 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 60 clients with $60M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee may be negotiable.
Fee Estimator
Location
107 East 38th St., 3A, New York, NY, 10016
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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 →Employment History
Current Registrations
S Squared Retirement Solutions LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
S Squared Retirement Solutions LLC
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Pruco Securities, LLC.Broker
State Registrations1 state
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.