Analytical Investment Services manages investment portfolios for individual clients on a customized basis. The registered investment advisor builds portfolios primarily using no-load mutual funds and exchange-traded funds, focusing on long-term investment strategies. Analytical Investment Services operates with discretion, meaning the firm makes trades and adjustments to your portfolio without needing your prior approval for each individual transaction. Portfolio reviews are conducted regularly, and clients receive periodic supervision and rebalancing as market conditions or personal circumstances change. The firm primarily recommends holding client assets at Charles Schwab & Co., Inc. In addition to investment management, the principal of Analytical Investment Services also provides real estate appraisal services.
Fee Structure
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 for portfolios over $1,000,000 are negotiable. Household accounts may be aggregated for fee breakpoints.