TrueAdvisor
TrueAdvisor
AT
AT

Amy Taylor

Optimus Wealth Management Group, INC.
5 Years of Experience
Clifton Park, NY
Sells Insurance
View SEC Summary
View SEC Summary

Amy Taylor is a registered investment advisor at Optimus Wealth Management Group, INC., based in Clifton Park, NY, with 5 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Optimus Wealth Management Group, INC.
Compensation
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$50
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $250K1.50%
$250K - $500K1.50%
$500K - $1.5M1.50%
$1.5M - $3.5M1.50%
$3.5M+1.50%

Rates reflect the total advisory fee charged by third-party manager Absolute Capital Management, a portion of which is paid to Optimus Wealth Management Group as a referral fee. A minimum annual fee of $50 applies if account value falls below $50,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1745 Route 9, Suite D, Clifton Park, NY, 12065

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 ActivitiesSells Insurance

Amy works as an insurance agent for The Optimus Group, LLC since 2019, focusing on insurance product sales and services. This takes about 40% of Amy's time.

Employment History
Current Registrations
Optimus Wealth Management Group, INC.
August 2021 - Present · 5 yrs 2 mos
State Registrations4 states
FLMANYTX
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.
More Advisors
More financial advisors in Clifton Park, NY →All financial advisors in New York →