Amplify Financial, LLC operates as a business-to-business investment manager and technology platform provider, offering sub-advisory services to other registered investment advisors, referred to as Platform Members. Amplify Financial does not enter into direct advisory relationships with individual retail clients. Instead, Amplify Financial partners with Platform Members to implement investment strategies, manage portfolios, and provide access to a technology platform supporting trading, reporting, and operational back-office functions. Through the Amplify Platform, Platform Members can utilize investment strategies sponsored by Amplify Financial or select third-party independent managers, unified managed account platforms, and separately managed account platforms. Amplify Financial's services include discretionary trade execution based on models and strategies chosen by Platform Members. Amplify Financial does not provide financial planning, tax preparation, legal counsel, or insurance services. The firm charges platform and sub-advisory fees based on assets placed on the platform, which can range up to 1.50% annually.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Platform fees range from 0.05% to 1.50% annually and are negotiable based on asset levels and services selected. Services are provided on a sub-advisory basis to other advisors rather than directly to individual retail clients.