Amy Blodgett
Amy Blodgett is a CFP-designated registered investment advisor at Ameritas Advisory Services, LLC, based in San Carlos, CA, with 33 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
San Carlos, CA
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Regulatory History (1)
Customer Dispute
March 2021Other Business ActivitiesSells Insurance
Amy is licensed as an independent insurance agent to sell fixed insurance products. She is also a partner in EDWAAR Realty Trust, Beach Bluff and Woodworks, Boom Planning, and Canvas Financial, spending nearly full-time on Canvas Financial to share ideas and help grow practices.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Ameritas Investment Company, LLC
Previous Registrations
Ameritas Advisory Services
20/20 Capital Management, INC
Ameritas Investment CORP
Carillon Investments, INC
Carillon Investments, INC.Broker
Emmett a Larkin Company, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Carillon Investments, INC.Broker
Allmerica Investments, INC.Broker
State Registrations44 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.