AB
AB

Amy J. Barber

8 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
181 clients
Average Client Portfolio
$12.3M average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:$300K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $3.0M0.50%
$3.0M - $4.0M0.35%
$4M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1155 SW Morrison Street, Suite 501, Portland, OR, 97205

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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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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.
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Multnomah Group, INC.
September 2012 - March 2016 · 3 yrs 6 mos
Akt Wealth Advisors, LP
June 2008 - June 2009 · 1 yr
Akt Wealth Advisors, LP
November 2006 - June 2008 · 1 yr 7 mos
State Registrations2 states
CAOR
Advisor
Exams
No exam information available for this advisor.