AMP Wealth Management

Wealth Management Firm in Whitefish Bay, WI

Firm Info
Address: 421 E Silver Spring Dr, Whitefish Bay, WI 53217, USA
Phone: (414) 332-1011

Firm Size
Assets Under Management: $497 million
# of Advisors: 5
# of Clients: 582
Client to Advisor Ratio: 116:1
Average Account Size: $853,952
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Other Investment Advisors
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Amp Wealth Management Overview

AMP Wealth Management is a registered investment advisory firm that has been in business since 1999. The firm is based in Whitefish Bay, WI and offers investment advice only. As a fee-based firm, clients are charged a percentage of assets under management for services provided. The firm's portfolio management services are available for individuals, small businesses, as well as businesses and institutional clients. They also provide pension consulting services for clients looking to better manage their retirement plans. AMP Wealth Management has experience managing pooled investment vehicles, which offer an attractive option for clients looking to take advantage of economies of scale for more efficient investment management. The firm's investment strategy is designed to meet the unique needs and goals of each client and is focused on delivering positive investment performance over the long term.

(Assets Under Management) fixed fee hourly fee commission-based fee blended fee (combination of any of the above) AMP WEALTH MANAGEMENT caters to a diverse clientele that includes individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, other investment advisors, and other corporate entities not listed. The firm's personalized approach accommodates clients with varying needs, objectives, and financial circumstances. To ensure flexibility, AMP WEALTH MANAGEMENT offers various fee structures that correspond to the services provided. Clients can opt for a percentage of AUM (Assets Under Management) fee, where the firm charges a percentage of the total assets they manage on behalf of the client. Other options include fixed fee, hourly fee, commission-based fee, or a blended fee that is a combination of any of the above. It is worth noting that some fee structures may be more appropriate for certain types of clients or financial situations. For instance, an individual with a relatively small portfolio may benefit from a fixed fee, while a high net worth individual with substantial investments may prefer an AUM-based fee structure. The firm's team of experienced financial advisors can guide clients in selecting the most suitable fee type that aligns with their goals and circumstances.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for AMP Wealth Management does not mention an investment minimum.

How This Office Can Help Whitefish Bay, WI Residents

AMP Wealth Management is a financial planning and wealth management firm that offers assistance to clients in Whitefish Bay, WI. The firm provides tailored solutions that take into account the unique financial situations and goals of each client. With a focus on education and communication, AMP Wealth Management helps clients understand their financial options and make informed decisions. Whitefish Bay, WI is home to many families and individuals who may face a range of financial situations. For example, some may be planning for a child's college education, while others may be preparing for retirement or managing a business. AMP Wealth Management offers services such as investment management, tax planning, retirement planning, and estate planning to help clients meet their financial goals. Whether someone is just starting out or looking to preserve their wealth for future generations, AMP Wealth Management can provide comprehensive support and guidance.

To view the Minimum Investment and Fee Schedule for Amp Wealth Management, visit their Part 2 Brochure.

Services Offered by Amp Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Amp Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 421 E Silver Spring Dr, Whitefish Bay, WI 53217, USA
Phone (414) 332-1011
Directions
Google My Business Reviews:
3 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Amp Wealth Management is registered to service clients in the following states:

  • California
  • Florida
  • Georgia
  • Kentucky
  • Michigan
  • Texas
  • Wisconsin

Disciplinary History

Amp Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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