Analytic Investment Management provides wealth management advice and investment management services. Wealth management advice includes investment policy development, performance evaluation, retirement planning, and insurance reviews. Investment management services are offered through pre-built portfolios selected by clients. The firm uses proprietary software to analyze securities and build portfolios.
Assets Under Management$7.5M
Clients6
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$7.5M
Fee Structure
Investment management only (planning not offered)
Analytic Investment Management charges a percentage of your portfolio each year for investment management. The fee schedule is not negotiable for individual clients, but exceptions may be made under special circumstances. Complete portfolio fee schedules are in Appendix C.
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