Ametrine Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$15,746,351
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
16
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$984,147
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Project-based financial planning fixed fees range from $2,000 to $10,000; ongoing financial planning fixed fee $5,000 per year
$0 - $500,000: 1.00% $500,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.60% $4,000,001 - $6,000,000: 0.50% $6,000,001 - $10,000,000: 0.40% $10,000,001+: 0.30%
Hourly rate of $300 for financial planning services
Minimum fee: Minimum quarterly fee of $1,250 for investment management services Fee-only: Investment Management Services and Financial Planning on fixed fee and hourly basis; no commissions
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Ametrine Wealth
Lake Orion MI, United States
Number of offices
1
Forms ADV
Quick links
LinkedIn
Facebook
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YouTube
Website
248-368-0060
Advisors at this firm
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