Amy White is a registered investment advisor at Acrylic Financial, INC., based in Fountain Hills, AZ, with 3 years of industry experience. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 317 clients with $74M 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 | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are negotiable based on account size, complexity, and relationship. Accounts from the same household will be aggregated to calculate fees unless instructed otherwise.
Fee Estimator
Location
16930 East Palisades Blvd., Suite 125, Fountain Hills, AZ, 85268
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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
Amy works for Provider Health Solutions, spending a few hours per week on HR-related projects and assisting with their 401K plan. She is also a Certified Tax Advisor, providing financial planning and tax advice, dedicating about 10-20% of her time to client meetings, tax return review, and financial statement preparation.
Employment History
Current Registrations
Acrylic Financial, INC.
State Registrations1 state
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