Amerant Investments offers discretionary and non-discretionary investment advisory services to individuals, personal investment companies, individual retirement accounts, and trusts. Amerant Investments helps clients select investment strategies based on their goals and risk tolerance, providing ongoing management and periodic rebalancing. The firm participates in wrap fee programs, including Fixed Income Portfolios and Portfolio Advisory Services, and may utilize third-party managers or sub-advisors to manage portions of client portfolios. Additionally, Amerant Investments offers a platform for other registered investment advisors and manages a proprietary exchange-traded fund. Amerant Investments is a wholly owned subsidiary of Amerant Bank, N.A., and offers clients access to securities-based lending through the bank.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Advisory fees are up to 1.75% annually, charged quarterly based on average daily balances. Fees are negotiable and may reach up to 3% when third-party managers are utilized. A 0.50% annual fee applies to certain sub-advisory services.