Advisers Investment Management manages investment portfolios for individuals, families, retirement plans, and businesses using globally diversified mutual funds built on Modern Portfolio Theory. Advisers Investment Management creates personalized investment profiles and asset allocation strategies, rebalancing accounts quarterly. Portfolios are fully liquid, and Advisers Investment Management has the authority to make trades without asking first based on the agreed-upon strategy. In addition to personal portfolio management, Advisers Investment Management offers financial planning through independent contractor representatives and provides retirement plan consulting services for small and mid-sized businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.3M | 0.60% |
| $1.3M - $1.5M | 0.50% |
| $1.5M - $1.8M | 0.40% |
| $1.8M - $2.0M | 0.30% |
| $2M+ | 0.20% |
Fees may be negotiated under certain circumstances.