Analytical Investment Services (AIS) provides custom-tailored investment advice to individuals through discretionary portfolio management. AIS is authorized to manage client accounts, including determining which securities to buy or sell. Clients can set restrictions on investments. AIS also provides periodic supervision and re-balancing of portfolios based on market conditions and client needs.
Assets Under Management$7.5M
Clients34
Advisors1
Avg. per Client$220K
Avg. per Advisor$7.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.60% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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