Amie Baty
Amie Baty is a CFA-designated registered investment advisor at Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions, based in Norfolk, VA, with 22 years of industry experience. Amie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,635 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearstead's investment advisory fees are based on a percentage of the assets they manage or a fixed annual retainer. Most clients pay between 0.10% and 1.00% annually. The fee is negotiable and varies based on the client's circumstances, including the size and complexity of their account and the services provided.
Location
150 West Main Street Suite 1700, Norfolk, VA, 23510
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions
Previous Registrations
Wilbanks, Smith & Thomas Asset Management, LLC
Waypoint Advisors, LLC
State Registrations1 state
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