AW
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Amanda Webster
4 Years of Experience
Bellevue, WA
2 Disclosures
Amanda Webster is a registered investment advisor at Mainsail Financial Group, based in Bellevue, WA, with 4 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, High Net Worth, Investment Management, and 1 more. Their firm serves 426 clients with $400M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
426 clients
Average Client Portfolio
$948K average
Assets Under Management
$403.9M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4.0M - $7.0M | 0.65% |
| $7M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11245 SE 6th Street, Suite 140, Bellevue, WA, 98004
Get directionsHistory
Regulatory History (2)
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Financial
December 2017Final
Financial
December 2017Final
Employment History
Current Registrations
Mainsail Financial Group
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2020 - March 2024 · 3 yrs 4 mos
Fidelity Brokerage Services LLCBroker
July 2020 - March 2024 · 3 yrs 8 mos
State Registrations6 states
AKCANHORTXWA
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.