Suzanne Muniz is a CFP-designated registered investment advisor at Ais Asset Management, based in Irvine, CA, with 12 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 35 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
These rates are for the Foundational Portfolio. The Foundational Plus Portfolio rates are: First $1,000,000: 1.50%; Next $4,000,000: 1.20%; Next $5,000,000: 0.90%; Over $10,000,000: 0.60%. Fees may differ from client to client as a result of firm-wide changes to the Fee Schedule and other adjustments.
Fee Estimator
Location
Irvine, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Suzanne owns Ms. Fiscal, a financial coaching business, since 2020. She teaches women how to manage their finances, dedicating about half of her time to the business.
Employment History
Current Registrations
Ais Asset Management
Previous Registrations
City National Securities, INC.Broker
Comerica Securities
Comerica SecuritiesBroker
State Registrations1 state
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