AS
AS

Amanda Jean Sullivan

14 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
3,525 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.30%
$1.0M - $5.0M0.25%
$5M+0.20%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 East Loucks Street, Suite 201, Sheridan, WY, 82801

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Frontier Asset Management, LLC
November 2019 - Present · 6 yrs 3 mos
Previous Registrations
Infinex Investments, INC.
December 2018 - September 2019 · 9 mos
Infinex Investments, INC.Broker
December 2018 - September 2019 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2017 - December 2018 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - December 2018 · 2 yrs
Wells Investment Securities,inc.Broker
September 2006 - November 2008 · 2 yrs 2 mos
Jackson National Life Distributors LLCBroker
September 2004 - September 2006 · 2 yrs
Wachovia Securities, LLC
June 2004 - September 2004 · 3 mos
Wachovia Securities, LLCBroker
November 2002 - September 2004 · 1 yr 10 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.