Amy Lillis-Konopacki
Amy Lillis-Konopacki is a registered investment advisor at Missionsquare Wealth Management, based in Abingdon, MD, with 21 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.70% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.55% |
This fee schedule is for the Unified Managed Account (UMA) Program. The Digital Adviser program has a flat fee of 0.40%. Fees are non-negotiable, but may be aggregated across household accounts. Up to 1% of your account will be held in a cash sweep vehicle and excluded from the wrap fee.
Fee Estimator
Location
Abingdon, MD
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2025Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Missionsquare Retirement
Previous Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Nationwide Investment Services CorporationBroker
Nationwide Investment Advisors, LLC
Voya Financial Advisors, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
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The Lincoln National Life Insurance CompanyBroker
T. Rowe Price Investment Services, INC.Broker
J.P. Morgan Securities INC.Broker
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State Registrations11 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.