Ambrozy & Associates Inc. provides investment advice and portfolio management services through SEI Investments Management Corporation (SIMC). They assist in allocating assets among cash, bond, and stock mutual funds to meet client investment objectives. In addition to investment advisory services, they also offer financial advisory services such as cash flow planning, retirement needs analysis, tax efficient distribution strategies, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.65% |
Certain clients with pre-existing relationships may be charged fees which are more or less than those set out above. With regards to employee related accounts and certain other accounts, the quarterly fees may be less, depending upon a number of factors, including portfolio size, length of employment and relationship to the employee.