Advisor at Amphora Wealth Management, LLC
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Firm
Amphora Wealth Management, LLC
Location
Chapel Hill, NC 27517
Credentials
CFP®
Industry experience
8 years
Amy Jo Mc Elfresh is a CFP® professional with eight years of experience in financial advising. She has been with Amphora Wealth Management, LLC since 2018 and previously worked at Guardian Pointe Private Wealth Management. Outside of her advisory role, she is involved in management activities with Gratitude, Inc. and serves as president of AJM Consulting, Inc., a consulting and insurance-related business. Amphora Wealth Management serves individuals, charitable organizations, and retirement plans, providing investment management, financial planning, and specialized consulting services such as divorce and estate-plan analysis. The firm employs an evidence- and risk-based investment approach, using diversified portfolios guided by Modern Portfolio Theory and conducts ongoing account monitoring and reviews.
Based on Amphora Wealth Management, LLC
Based on Amphora Wealth Management, LLC
Financial planning services flat fees ranging from $2,500 to $15,000 per plan; educational seminars/workshops flat fees ranging from $100 to $500
$0 - $2,000,000: 1.00% annually $2,000,001 - $6,000,000: 0.80% annually $6,000,001 - $16,000,000: 0.60% annually $16,000,001+: 0.50% annually
$50 to $500 per hour depending on personnel; $300 per hour for divorce consulting
Account minimum: $8,000 minimum annual fee Minimum fee: Minimum annual fee of $8,000 charged in quarterly increments Fee-only: Financial planning flat fees ranging from $2,500 to $15,000 per plan; hourly fees from $50 to $500 per hour depending on personnel; $300 per hour for divorce consulting
100 Europa Drive, Suite 431
Chapel Hill, NC 27517
North Carolina
Management with Gratitude, Inc.
2025 - Present (1 year)
Amphora Wealth Management, LLC
2018 - Present (8 years)
Guardian Pointe Private Wealth Management
2017 - 2018 (1 year)
AJM Consulting, Inc.
2011 - Present (15 years)
AJM Consulting, Inc. d/b/a Holistic Insurance Solutions
2009 - 2018 (9 years)
College Funding Consultants
2009 - 2018 (9 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
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Real estate agent
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Other specialized services
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