Amanda Esteves is a registered investment advisor at Osaic Wealth, INC., based in Rochester, NY, with 13 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
350 Linden Oaks, Suite 140, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amanda is an investment advisor representative at Novem Group and a registered assistant at Osaic Wealth, Inc., each taking up a significant portion of her time. She also serves as a board member for Novem Foundation, dedicating minimal time to this role.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Novem Group
Previous Registrations
American Portfolios Financial Services, INC.Broker
State Registrations52 states
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