Ames Financial Services offers financial planning, investment management, and retirement planning services. Rick Ames, the owner, considers each client's goals, risk tolerance, and investment knowledge when creating investment recommendations. Ames Financial Services primarily uses no-load mutual funds to create diversified portfolios. Rick Ames also provides tax preparation and insurance services separately.
Assets Under Management$9M
Clients105
Advisors1
Avg. per Client$86K
Avg. per Advisor$9M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees are negotiable for amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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