Amanda Finehout
Amanda Finehout is a registered investment advisor at Margo Park Financial, based in San Diego, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 64 clients with $28M 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% |
Fees are generally non-negotiable, except for financial planning fees. Donor-Advised Funds: 1.50% on all assets. Business Accounts: 0.50% on all assets.
Fee Estimator
Location
501 W Broadway, Suite 800, San Diego, CA, 92101
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.