Pamela Mah
Pamela Mah is a ChFC-designated registered investment advisor at Colorado Financial Service Corporation, based in Eagle, ID, with 20 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 126 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees over $2,500,000 are negotiable.
Fee Estimator
Location
664 S Rivershore Lane, Suite 150, Eagle, ID, 83616
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2010Other Business ActivitiesSells Insurance
Pamela leases rental and office equipment, provides notary services, and owns a tax practice, dedicating minimal time to each. She also works as an investment advisor and consultant, spending full-time hours providing financial advisory services and variable/fixed indexed insurance policies through American Independent Securities Group.
Employment History
Current Registrations
Colorado Financial Service CorporationBroker
American Independent Securities Group, LLC
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Previous Registrations
American Independent Securities Group, LLC
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Wealth and Income Strategies
Financial Advisers of America, LLCBroker
Aig Retirement Advisors, INC.
Aig Retirement Advisors, INC.Broker
Royal Alliance Associates, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
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.