American Investment Advisors (AIAI) manages investment portfolios, primarily using mutual funds, for a variety of clients. AIAI analyzes your current investments and financial situation to recommend a portfolio that aligns with your goals and risk tolerance. AIAI also offers limited financial planning services upon request. AIAI can coordinate with other advisory firms, where they manage the investments and the other firm provides financial planning.
Assets Under Management$120M
Clients159
AdvisorsN/A
Avg. per Client$780K
Avg. per AdvisorN/A
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.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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