Asset Allocation & Management Company (AAM) primarily serves insurance companies, offering customized fixed-income portfolios. AAM also manages investments for a few private wealth clients. AAM's services include core bond strategies, targeted duration strategies, crossover strategies, structured products, corporate bonds, and private placements. AAM also offers access to other markets through sub-advisory relationships.
Assets Under Management$24B
Clients123
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A
podcasts.apple.com/us/podcast/the-portfolio-fix... ·open.spotify.com/show/6v8xjrkujkti8mzxqtaidf ·www.aamcompany.com
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Minimum Annual Fee:$60,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.25% |
| $50.0M - $100.0M | 0.15% |
| $100.0M - $500.0M | 0.10% |
| $500.0M - $1000.0M | 0.08% |
| $1000M+ | 0.06% |
Fees are negotiable in some cases. Additional fees may apply for investment accounting services (0.005% to 0.02% of assets under management).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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