Asset Management Corporation, established in 1986, offers investment advisory services to individuals, high net worth individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds, and trust programs. The firm uses an asset allocation model primarily of individual large capitalization stocks and bonds, selecting investments based on the strength of the company or country. Asset Management Corporation monitors and evaluates investment performance and provides quarterly reports to clients.
Assets Under Management$100M
Clients45
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$100M
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% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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