AMS Management aims to deliver consistent investment returns by positioning assets in top-performing mutual funds, stocks, or exchange-traded funds during advancing market trends, and retreating to money market funds during uncertainty. They invest in individual stocks with excellent chart patterns. Client assets are monitored daily, and the investment philosophy is geared towards intermediate-term time frames. AMS Management requires complete discretion while managing accounts and only accepts clients willing to accept a moderate amount of risk.
Assets Under Management$7.5M
Clients12
Advisors1
Avg. per Client$630K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable if the amount of money under management is over one million dollars.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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