Amicorp Wealth Services
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Overview
Amicorp Wealth Services is an advisory company based in Miami, Florida. The company handles $103.7 million in assets over one customer account, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). Amicorp Wealth Services has a small group, including 1 financial advisor. Amicorp Wealth Services is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as equities, bonds and options.
Amicorp Wealth Services oversees all of its accounts on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without requiring the client's approval. The advisory firm's average account size is $103.7 million. An average advisor at Amicorp Wealth Services administers around one client account, making it one of the most individualized firms in the country.
The firm's main office is located at 3050 Biscayne Boulevard, Miami, Florida 33137. It is legally permitted to serve clients in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Amicorp Wealth Services by the Numbers
$103.7 million
1
1
$103.7 million
Fee Structure
A financial advisor's fees largely are based on which services are offered. Fees charged by the firm typically consist of the following fee structure: fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with banking institutions. Amicorp Wealth Services's biggest client type by number of accounts is banking institutions. About 100% of its customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Amicorp Wealth Services does not have any disclosures.
Please visit its Form ADV for more details.
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