Amy Born is a CFA, CFP-designated registered investment advisor at Svb Wealth, based in Beverly Hills, CA, with 25 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,451 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Accounts with a portfolio value of $1,000,000 or less can pay effective fees greater than (or equal to) 1.25%. In limited circumstances, SVBW might agree upon an engagement for a fixed annual dollar fee.
Fee Estimator
Location
9465 Wilshire Blvd., Suite 800, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amy sits on the Investment Committee for the National Kappa Delta Sorority, a non-profit organization supporting college women. This activity is not investment-related.
Employment History
Current Registrations
Svb Wealth
Previous Registrations
Svb Investment Services INC.
Hightower Advisors, LLC
Acacia Wealth Advisors, LLC
Stone Carlie Wealth Advisors, L.L.C.
Ernst & Young Investment Advisers LLP
State Registrations2 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.