Amplify Financial provides back-office support services and access to independent third-party investment managers for investment advisor firms. These firms, called Platform Members, can use Amplify Financial's platform to manage their clients' assets. Amplify Financial does not offer financial planning or non-investment consulting services. Amplify Financial may charge an additional override fee on top of the fees assessed by independent managers who manage client assets.
Assets Under Management$270M
Clients550
Advisors4
Avg. per Client$490K
Avg. per Advisor$67M
Fee Structure
Investment management only (planning not offered)
Amplify Financial offers discretionary investment management services. The annual fee can range up to 2.99%, depending on the asset composition in the account. Amplify Financial may charge a lesser investment management fee based upon certain criteria.
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