Amy Marietta is a registered investment advisor at Dorsey Wealth Management, LLC, based in Torrance, CA, with 1 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 36 clients with $58M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.40% |
The minimum quarterly fee is $2,500.
Fee Estimator
Location
21250 Hawthorne Blvd., Suite 500, Torrance, CA, 90503
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Regulatory History
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 Activities
Amy is a self-employed flute instructor since 2005, teaching music lessons. This takes about 10-20% of her time and is not investment-related.
Employment History
Current Registrations
Dorsey Wealth Management, LLC
State Registrations2 states
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