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Amanda Tronni

5 Years of Experience
Rye Brook,, NY
Broker

Amanda Tronni is a registered investment advisor at Belle Haven Investments, L.P., based in Rye Brook,, NY, with 5 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24,433 clients with $20B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
24,433 clients
Average Client Portfolio
$834K average
Assets Under Management
$20.4B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Belle Haven charges a percentage of the assets they manage. The specific fee depends on the investment strategy chosen. Clients within the same strategy may have different fee arrangements. Here are the maximum fees for each strategy:

  • 3-17 Year Ladder: 0.50%
  • Cash Management: 0.50%
  • Ladder PLUS: 0.50%
  • Muni PLUS: 1.00%
  • Taxable Ladder PLUS: 0.50%
  • Taxable PLUS: 1.00%
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Location

800 Westchester Ave, Suite N607, Rye Brook,, NY, 10573

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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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Employment History
Current Registrations
Belle Haven Investments, L.P.
August 2025 - Present · 8 mos
Belle Haven Investments, L.P.Broker
February 2021 - Present · 5 yrs 2 mos
State Registrations1 state
NY
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.