Amy Jo
Mcelfresh
Amphora Wealth Management, LLC
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About this Advisor
Amy Jo Mcelfresh is a certified financial planner operating in Chapel Hill, North Carolina with 5 years of industry experience. Mcelfresh is an advisor for Amphora Wealth Management, LLC. Throughout their career, Mcelfresh has worked at Guardian Pointe Private Wealth Management, College Funding Consultants, Amphora Wealth Management, LLC, Ajm Consulting, Inc and Ajm Consulting, Inc D/B/A Holistic Insurance Solutions. Mcelfresh can work in North Carolina. Amphora Wealth Management, LLC is a company operating out of Chapel Hill, NC. The investment advisory business has just three people on staff. It controls $106 million in assets between its 532 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 532 client accounts, 39% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Amphora Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules largely vary depending on which services the firm provides the client. Fee types charged by Amphora Wealth Management, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Amphora Wealth Management, LLC Brokerage Details
$106,067,788
3
532
$199,376
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Amy Jo Mcelfresh Work History
Amy Jo has been registered as a financial advisor for 5 years.*
Amphora Wealth Management, LLC
Ajm Consulting, Inc D/B/A Holistic Insurance Solutions
Ajm Consulting, Inc
Guardian Pointe Private Wealth Management
College Funding Consultants
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy Jo Mcelfresh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Amphora Wealth Management, LLC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
