American Money Management (AMM) manages client funds and securities for a fee based on the value of the assets managed. AMM provides investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, corporations and other business entities. AMM also provides financial planning services encompassing retirement planning, budget development, Social Security and Medicare analysis, divorce financial analysis and estate plan reviews.
Assets Under Management$730M
Clients758
Advisors11
Avg. per Client$970K
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee ranges from 0.25% to 1.50% and may be negotiable depending on the size and complexity of the client’s account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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