American Investment Advisors INC
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)
About This Firm
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.
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement Planning
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Location
3330 University Ave Ste 120, Madison, WI, 53705-2167