Assets Under Management
$124.3M
Number of Clients
159
Number of Advisors
2
Avg. Portfolio per Client
$782K
Avg. Managed per Advisor
$62.2M
Compensation
Fee-Only (% of Portfolio)
American Investment Advisors (AIAI) manages investment portfolios, primarily using mutual funds, for a variety of clients. Upon request, AIAI offers limited financial planning services as part of its portfolio management. AIAI analyzes client financial situations and recommends investments to meet their objectives. Clients receive quarterly reports and can meet with AIAI to discuss their accounts.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.80% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Fees for managed services may be negotiated in isolated instances, and thus vary from client to client for similar services.
3330 University Ave Ste 120, Madison, WI, 53705-2167