Amy Batta is a registered investment advisor at Balefire, LLC, based in Watertown, SD, with 28 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 2,524 clients with $1.2B in assets under management.
Compensation
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Fee Structure
Balefire offers ongoing investment management services based on your individual goals, objectives, time horizon, and risk tolerance. Balefire seeks to design investment strategies utilizing your current financial situation to construct a portfolio designed to match your investment goals. Fees for investment management are calculated as a percentage of the value of your portfolio, including cash, and are collected in advance each quarter.
Location
10 N Broadway, Watertown, SD, 57201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy works as a yoga instructor at Salt Studio in Watertown, SD. This takes minimal time.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Hi-Line Capital Management, LLC
Spc
Spc
Peschl & Associates, INC.
State Registrations1 state
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.