Auxier Asset Management (AAM) manages equity and balanced accounts using a value-oriented approach. AAM makes asset allocation decisions based on client objectives and value, not economic forecasts. AAM offers investment advice on various securities, including stocks, bonds, and options. AAM also provides investment advice in a wrap fee program sponsored by RBC Wealth Management. AAM issues quarterly update letters to clients, prospective clients, consultants and business and financial media.
Assets Under Management$860M
Clients506
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees may be negotiated based upon the account size and services provided. For mutual fund and fixed income portfolios, the fee is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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