Asset Management Advisors (AMA) provides investment management, family office, and oil and gas management services to individuals, families, limited liability companies, trusts, corporations, and retirement plans. AMA manages investments in stocks, bonds, exchange-traded funds, and mutual funds. AMA also offers accounting, recordkeeping, wealth management, bill paying, estate planning, and tax strategy services. AMA requires a minimum of $1,000,000 per relationship in investable assets.
Assets Under Management$220M
Clients101
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees are negotiable. Current client relationships may exist where the fees differ from the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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