American Investment Services (AIS) offers wealth management and advisory services to individuals, high net worth individuals, charitable organizations, corporations, and institutional investors. AIS's investment approach is structured, passive, and based on asset allocation, utilizing mutual funds and exchange-traded funds. AIS also offers the Professional Asset Management program, the High-Yield Dow program, and Sub-Advised Unified Managed Accounts (Dimensional UMAs). AIS is a fee-only registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.25% |
| $20.0M - $150.0M | 0.28% |
| $150M+ | 0.15% |
Pre-existing PAM clients’ fees and minimum account requirements will be calculated in accordance with the terms of their contracts, while an annual seventy-five basis points fee will continue to be charged to pre-existing PAS accounts (a service no longer offered). Fees may be negotiable.