Asset Management Financial Services (AMFS) offers customized investment portfolios based on your individual needs, risk tolerance, and financial goals. AMFS manages accounts on a discretionary basis and provides ongoing quarterly reports. In addition to investment advice, AMFS offers financial and estate planning, due diligence, management consulting, and financial administration services. AMFS may recommend separately managed accounts.
Assets Under Management$76M
Clients108
Advisors2
Avg. per Client$700K
Avg. per Advisor$38M
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Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees are negotiable for accounts over $5 million. Minimum annual fee of $2,500. Each account within a household will be subject to a $50 minimum quarterly fee, subject to an overall household minimum quarterly fee of $625.
Fee Estimator
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Estimated Annual Fee
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