Amanda Berry is a CFP-designated registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 12 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,557 clients with $1.5B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347
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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 ActivitiesSells Insurance
Amanda is the owner of AssetWise Capital LLC for tax/investment purposes, and operates under Strategic Wealth Group as a DBA for LPL business, taking up nearly a full-time commitment. She is also an IAR for Strategic Wealth Group RIA LLC, dedicating about a quarter of her time, and spends minimal time on non-variable insurance and tax preparation/accounting.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.Broker
State Registrations23 states
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