Assets Under Management
$277.3M
Number of Clients
659
Number of Advisors
15
Average Client AUM
$421K
AUM per Advisor
$18.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Amerity Wealth Management offers tailored advisory services, including asset management and financial planning. They work with independent contractors as Advisory Representatives. The firm manages portfolios on a discretionary basis, utilizing third-party asset managers and various investment platforms. They also provide UK pension transfer services and financial planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 2.10% |
| $750K - $2.0M | 1.60% |
| $2M+ | 1.10% |
Fees are negotiable.
4740 Cleveland Heights Boulevard, Suite 5, Lakeland, FL, 33813