*Before choosing Amy, please make note, due to her dual expertise and the depth of her financial planning, her minimum annual planning and investment management fee is $5,000/year.
There is no specific asset management minimum. She frequently works with HNW clients, HENRYs, and entrepreneurs/business owners/founders whose assets are mostly illiquid.
The scaled AUM fee structure is as follows:
1% on the first $2M
.8% on amounts > $2M
.7% on amounts > $5M
.5% on amounts > $10M
.45% on amounts > $20M
.35% on amounts > $50M, and
.25% on amounts > $100M.
*Amy's practice is Texas based. Roughly 90% of her practice is virtual. She happily travels to her out of town clients upon request with $10M+ AUM for live face-to-face meetings.
Amy takes her fiduciary duties very seriously, putting clients’ best interests first in every recommendation.
A Senior Wealth Advisor at Focus Partners Wealth, she brings over 15 years of combined experience in financial services and the law. Amy specializes in helping high-net-worth individuals and families build, preserve, and efficiently transfer wealth through personalized financial planning.
Amy holds the Certified Private Wealth Advisor® designation, which she earned through the Yale School of Management, and she is also a CERTIFIED FINANCIAL PLANNER™ professional. She earned her Juris Doctorate from the University of Houston Law Center, where she concentrated on tax law and estate planning. Amy is a licensed attorney and counselor at law in the State of Texas (currently non-practicing).
Her career includes serving as a financial advisor to high-net-worth clients at Merrill Lynch and practicing law with a focus on estate planning. At Transform Wealth, Amy leverages her broad expertise in financial planning, investment management, tax strategy, estate planning, and behavioral finance to develop comprehensive, personalized strategies that align with her clients' long-term goals and values.
Services Include:
401(k) Optimization
As a fiduciary financial planner, I can analyze and provide advice on all your assets, including those that I don't manage.
Retirement Income Planning
Customized strategies to help you maintain your lifestyle, support longevity, and reduce unnecessary tax burdens throughout retirement.
Investment & Portfolio Management
Active, disciplined wealth management focusing on risk-adjusted growth, capital protection, and long-term performance.
Insurance Planning
Amy does not sell insurance products, but insurance planning is a part of every financial plan. We encourage you to see outside 3rd-party insurance quotes, and we will work with you to determine that you have an adequate amount of coverage at the right price.
Medicare Guidance & Planning
Assistance in selecting the right Medicare Advantage plan based on your personal health and financial needs. We integrate these expenses into your financial plan and keep it current.
Social Security Optimization
Certain strategies may be available to you that can help maximize your Social Security benefit over your lifetime.
Risk Tolerance & Financial Alignment
We conduct in-depth assessments to ensure that your portfolio's holdings match your financial goals, time horizon, and personal risk tolerance.
Estate Planning Coordination
We work alongside your outside estate planning drafting counsel for the creation of wills, trusts, and various asset transfer strategies.
Tax-Efficient Planning
As experienced tax planners, we offer proactive planning approaches to help minimize your overall tax exposure and increase your after-tax income.
Reach out to learn more about how we can work together to build a portfolio that best serves your current needs and values, and build your customized financial plan.
