Asset Management Associates, owned by John R. Ruocco, offers portfolio management services to individuals with varying net worth, small pension and profit-sharing plans, charitable institutions, foundations, endowments, trust programs, and small business accounts. The firm develops balanced portfolios using ETFs, mutual funds, and individual stocks and bonds, focusing on asset allocation and risk management. They aim for solid returns over time, tracking the S&P 500 to a limited extent.
Assets Under Management$94M
Clients169
Advisors1
Avg. per Client$560K
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.40% |
Fees are negotiable upon request for amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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