Renee Amochaev
Renee Amochaev is a registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Canton, CT, with 26 years of industry experience. Renee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 2,579 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiscal Wisdom Wealth Management charges a percentage of your portfolio each year. The minimum annual fee is $1,000 and is negotiable. The fees will not exceed more than 2% of assets under management per year. For accounts managed under the Representative as Manager Program, the fees are 1% to 2% as agreed to by client.
Location
61 Maple Avenue, Canton, CT, 06019
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Regulatory History (1)
Customer Dispute
July 2023Other Business Activities
Renee owns rental properties through a family trust and Arcata Income Properties, LLC. She is also involved with the Bridge Rail Foundation and the YWCA Sonoma County as a board member and finance committee member, dedicating minimal time to these volunteer activities.
Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
Previous Registrations
Portsmouth Financial Services, INC.
Portsmouth Financial ServicesBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 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.