Asset Management Corporation

Assets Under Management

$99.5M

Number of Clients

45

Number of Advisors

1

Avg. Portfolio per Client

$2.2M

Avg. Managed per Advisor

$99.5M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Asset Management Corporation, established in 1986, provides investment advisory services to individuals, high net worth individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds, and trust programs. AMC uses an asset allocation model primarily of individual large capitalization stocks and bonds. AMC stresses direct communication with clients and monitors investment performance, providing quarterly reports.

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.70%
$1.0M - $2.0M0.60%
$2.0M - $3.0M0.50%
$3.0M - $4.0M0.40%
$4M+0.30%

Fee may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementHigh Net Worth
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Location

TX, United States

1 Advisors at this firm

Asset Management Corporation | TrueAdvisor