Amanda Reynolds is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Vancouver, WA, with 5 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 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
275 West Third Street, Suite 600, Vancouver, WA, 98660
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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 Activities
Amanda is associated with Johnson Bixby & Associates, LLC as a Registered Investment Advisor, dedicating nearly full-time hours to this role. She also serves as Board Chair for Union Chapel, a church, spending a few hours per week in monthly meetings.
Employment History
Current Registrations
Private Client Services, LLCBroker
Johnson Bixby
Previous Registrations
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations6 states
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