Amanda Finehout
Amanda Finehout is a registered investment advisor at Margo Park Financial, based in St. Petersburg, FL, 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 Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 75 clients with $36M 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 $1.5M | 1.50% |
| $1.5M - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.30% |
| $2.5M - $3.0M | 1.20% |
| $3.0M - $3.5M | 1.10% |
| $3.5M - $4.0M | 1.00% |
| $4.0M - $4.5M | 0.90% |
| $4.5M - $5.0M | 0.80% |
| $5.0M - $5.5M | 0.70% |
| $5.5M - $6.0M | 0.60% |
| $6.0M - $6.5M | 0.50% |
| $6.5M+ | 0.40% |
Subject to a minimum fee of $250 per month. Donor-advised funds are charged 1.50%. Business retirement plans are charged 0.50%.
Fee Estimator
Location
St. Petersburg, FL
Get directionsHistory
Regulatory History (1)
Financial
May 2020Other Business ActivitiesSells Insurance
Amanda is a licensed insurance agent, spending a few hours per week offering advice and recommending insurance products. She also works full-time as an HR Director at Houz Mortgage.
Employment History
Current Registrations
Margo Park Financial
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.
Exams
More Advisors
- Jonathan Larsen, CFPKeating Financial Advisory Services
- Jared Sanders, CFPRaymond James & Associates, INC.
- Scott Barlow, CFPFifth Third Securities, INC.
- Matthew Stiphany, CFARaymond James & Associates, INC.
- Clayton Kreis, PFSG & O Financial Services, INC.
- Robert Zolper, CFARBC Capital Markets, LLC