American Money Management manages investment portfolios and provides tailored financial planning services for individuals, high net worth clients, pension plans, trusts, and businesses. American Money Management builds custom investment strategies across stocks, bonds, alternative investments, and dividend-focused portfolios based on each client's risk tolerance and time horizon. The firm also offers specialized advisory services for retirement plans and collaborates with clients on comprehensive financial planning needs such as retirement projections, budget development, estate plan reviews, and tax-efficient portfolio management. American Money Management primarily operates on a discretionary basis, making investment decisions on behalf of clients, while also maintaining non-discretionary arrangements when required.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges from 0.10% to 1.50% of assets managed and may be negotiable based on account size and complexity.