AI ADVISOR provides investment advice and manages client investments. The firm works with clients to understand their financial needs and goals, and then provides advice on cash flow, retirement, education funding, and investments. AI ADVISOR manages investments on a discretionary basis, meaning they make trades without asking you first, but can work with clients who want to place limits on that authority. AI ADVISOR acts in your best interest.
Assets Under Management$20M
Clients4
Advisors1
Avg. per Client$5M
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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