AmeriTrust Investment Advisors provides investment management and financial planning services. Financial planning covers cash flow, taxes, retirement, investments, insurance, and estate planning. Investment management is offered on a discretionary basis. AmeriTrust uses fundamental analysis to select securities and manages held-away assets through Pontera.
Assets Under Management$61M
Clients119
Advisors6
Avg. per Client$510K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are quoted for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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