Amy Barber is a registered investment advisor at Multnomah Group, INC., based in Portland, OR, with 8 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 181 clients with $2.2B 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.35% |
| $4M+ | 0.25% |
Fee Estimator
Location
1155 SW Morrison Street, Suite 501, Portland, OR, 97205
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Amy is the Principal and Managing Member of Barber Law, LLC, providing contract legal services for other law firms since December 2016. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Multnomah Group, INC.
Previous Registrations
Multnomah Group, INC.
Akt Wealth Advisors, LP
Akt Wealth Advisors, LP
State Registrations2 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.