AM
CFP
AM
CFP

Amy Elizabeth Manning

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
4,514 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$8.9B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $15.0M0.60%
$15.0M - $20.0M0.50%
$20.0M - $25.0M0.45%
$25M+0.45%

Fees are negotiable for assets over $25,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$7,500
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Location

910 East St Louis St, Springfield, MO, 65806

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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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Employment History
Current Registrations
Forvis Mazars Wealth Advisors, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Dixon Hughes Goodman Wealth Advisors LLC
January 2017 - August 2022 · 5 yrs 7 mos
Dixon Hughes Goodman Wealth Advisors LLC
September 2009 - December 2016 · 7 yrs 3 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.