Amanda Mahland is a registered investment advisor at Hbks Wealth Advisors, based in Naples, FL, with 16 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, High Net Worth, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
3838 Tamiami Trail North, Suite 202, Naples, FL, 34103
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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.
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Amanda works as an administrative assistant for two financial advisors at HBKSorce Financial, dedicating full-time hours to this role. She is also a registered representative with Purshe Kaplan Sterling Investments since 2009.
Employment History
Current Registrations
Hbks Wealth Advisors
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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