Asset Management Corporation

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Assets Under Management

$99.5M

Number of Clients

Number of Advisors

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 Value	Annual Fee
Up to $1.0M	0.70%
$1.0M - $2.0M	0.60%
$2.0M - $3.0M	0.50%
$3.0M - $4.0M	0.40%
$4M+	0.30%

Fee may be negotiable under certain circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment ManagementHigh Net Worth

Location

TX, United States