Advanced Asset Management Advisors (AAMA) offers investment advice to individuals, families, retirement accounts, corporations, retirement plans, and charitable organizations. AAMA creates customized portfolios and uses various investment strategies. While AAMA primarily focuses on investment management, they occasionally assist clients with limited financial planning discussions related to their investments.
Assets Under Management$740M
Clients336
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$150M
Fee Structure
Investment management only (planning not offered)
AAMA charges a percentage of your portfolio's value each year, up to 2%. The exact fee is negotiable. If you end your relationship with AAMA, any unearned fees will be refunded to you.
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