Associated Investor Services (AIS) offers personalized financial planning and investment services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, and plan for education, retirement, and estate matters. AIS is a fee-based firm and does not sell commissioned products. Investment advice is provided, but clients make the final investment decisions. AIS does not manage client assets or have custody of them.
Fee Structure
AIS offers financial plans priced according to the complexity of the client's situation, with a minimum fee of $250. Follow-on implementation work is billed separately at an hourly rate of $100 to $400, depending on the personnel providing the service. Hourly planning engagements for limited scope work are also available at a rate of $100 to $400 per hour, depending on the personnel providing the service. All fees are negotiable.