Antone Asset Management (AAM) offers retirement planning and investment management services. AAM works with clients to understand their financial situation, risk tolerance, and investment objectives. AAM typically invests client assets in stocks, exchange traded funds, and/or mutual funds. AAM also works with business clients to develop retirement savings plans for their employees.
Assets Under Management$17M
Clients43
Advisors1
Avg. per Client$400K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
AAM's fee for investment advisory services is a percentage of the assets managed. The exact percentage is negotiated between AAM and the client, and will be between 0.50% and 3%. The fee includes investment recommendations and portfolio implementation.
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