Amanda Gift is a registered investment advisor at Brown Advisory, based in Norfolk, VA, with 26 years of industry experience. Amanda 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 3 more. Their firm serves 234 clients with $7.3B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
234 clients
Average Client Portfolio
$31.3M average
Assets Under Management
$7.3B
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable depending on the size and type of account, the investments in the account, and the services required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
101 West Main Street, Suite 700, Norfolk, VA, 23510
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2002Denied
Employment History
Current Registrations
Brown Advisory
July 2002 - Present · 23 yrs 9 mos
Previous Registrations
Brown Advisory
December 2018 - June 2019 · 6 mos
American Express Financial Advisors, INC.
July 1999 - May 2002 · 2 yrs 10 mos
State Registrations1 state
VA
Advisor
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.
Exams
No exam information available for this advisor.