Amicorp Wealth Services

Amicorp Wealth Services LLC is a registered investment advisor that has transitioned to being regulated by the Office of Financial Regulations with the State of Florida. Their core values include providing fee-based investment advisory services to clients of various profiles, focusing on establishing trust and understanding individual financial needs. The firm offers model portfolios managed on a discretionary basis by their Investment Committee, utilizing macroeconomic, fundamental, and technical analysis to make investment decisions. They emphasize diversification, risk management, and a long-term investment horizon. Amicorp Wealth Services LLC may invest in various securities, mutual funds, hedge funds, and closed-end funds to achieve client objectives. Regarding fees, the firm charges fixed and variable fees for portfolio management services, with asset-based fees ranging from 0.50% to 2% per year based on the client's assets under management. They also provide retirement planning services with an initial setup fee and annual charges. The firm does not currently charge performance fees. Amicorp Wealth Services LLC caters to individual clients, high-net-worth individuals, and small companies, with a cumulative minimum account requirement of $500,000. The firm does not provide custody services but may have authority over a client's bank account for fee payments. Clients have investment discretion, and the firm does not vote on client securities. Amicorp Wealth Services LLC maintains a Code of Ethics and supervises trading activities to ensure compliance. The Chief Compliance Officer reviews transactions daily and quarterly. The firm has disclosed material changes, disciplinary information, and the background of their principal executives in accordance with regulatory requirements. Clients' privacy and data security are prioritized, and the firm has implemented safeguards to protect client information.