AMI Asset Management provides investment management services using equity and fixed income securities. They offer seven core investment strategies and manage client assets based on their investment goals. AMI provides discretionary investment management services to non-affiliated private funds, sub-advisory arrangements with unaffiliated third-party advisors, and wrap programs.
Assets Under Management$1.9B
Clients1,221
Advisors9
Avg. per Client$1.6M
Avg. per Advisor$210M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee schedule is for Domestic Large Cap Growth, Domestic Small Cap Growth, Amplified Growth Strategy and Domestic Large Cap Equity Income. Government/Corporate Fixed Income: 0.60% for all asset amounts. Intermediate Quality Tax Exempt Fixed Income: 0.50% for all asset amounts. High Yield Capital Appreciation Accounts: 1.00% for all asset amounts. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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