Amerity Wealth Management, LLC offers personalized investment management, financial planning, retirement consulting, and pension transfer services for individuals, families, and businesses. Amerity Wealth works with independent advisors who tailor portfolios using third-party managers, model portfolios, mutual funds, exchange-traded funds, and individual securities. The firm also assists expatriates with United Kingdom pension transfers and manages employer-sponsored retirement accounts through specialized platforms. Amerity Wealth acts as a fiduciary, putting client interests first, while also offering insurance products through an affiliated company.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.10% |
| $750K - $2.0M | 1.60% |
| $2M+ | 1.10% |
Rates reflect maximum total annual advisory fees for advisor-directed accounts, including Amerity Wealth's fee and platform fees. Fees are negotiable.