Amerity Wealth Management provides investment and financial advice tailored to individual needs. Services include asset management, financial planning, and consulting. Amerity Wealth works with independent contractors as advisory representatives who may also offer insurance products through Amerity Financial. Fees are negotiable, and the firm acts as a fiduciary, prioritizing client interests.
Assets Under Management$280M
Clients659
Advisors15
Avg. per Client$420K
Avg. per Advisor$18M
Fee Structure
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.10% |
| $750K - $2.0M | 1.60% |
| $2M+ | 1.10% |
Fees are negotiable. The schedule includes a 0.10% platform fee. Fees for the Foundations Investment Advisors platform are slightly higher. Fees for Third-Party Asset Managed Platforms are higher still. Fees for Pontera Solution Platform are lower.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...