Amp Wealth Management

AMP Wealth Management is an SEC-registered investment advisor founded in 1994, with a principal place of business in Wisconsin. The firm offers investment management services primarily through model portfolios and collective investment funds. AMP provides discretionary investment services, allowing them to make investment decisions without prior client approval. Investment strategies offered include Rising Dividend, Rising Growth, Income Generating, Quantfolio Strategies, and more. The firm also services Legacy Clients, offering managed strategy-specific investment advice and periodic reviews. As of the most recent fiscal year, AMP actively manages approximately $407,663,142.00 of clients' assets, with $224,752,512.00 on a discretionary basis and $182,910,630.00 on a non-discretionary basis. Fees for Legacy Clients are negotiated on a case-by-case basis, subject to a maximum fee of 1.20%, excluding additional fees like custodial and trading fees. Fees are generally deducted quarterly from client accounts. AMP does not provide services for performance-based fees and primarily serves individuals, high-net-worth individuals, charitable organizations, and other entities. The firm follows a Code of Ethics, ensuring high ethical standards and compliance with federal securities laws. AMP does not participate in principal trades or agency cross transactions and has a strict personal trading policy. The firm selects custodians and brokers based on various factors, seeking to minimize trading costs for clients. AMP reviews client accounts regularly and votes proxies on behalf of clients unless directed otherwise. AMP does not have custody of client assets but may have custody to the extent of deducting advisory fees from client accounts. The firm does not have any financial conditions that may impair its ability to meet contractual commitments to clients.