Ameritime provides retirement plan consulting services to school districts in Kansas, assisting them in reviewing and selecting mutual funds for their 403(b) retirement plans. Ameritime also provides educational support to plan participants, covering general financial planning and information about the Kansas Public Employees Retirement System (KPERS). Ameritime does not manage client assets.
Assets Under ManagementN/A
Clients3
Advisors12
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 0.80% |
| $4.0M - $8.0M | 0.70% |
| $8M+ | 0.50% |
The annual advisory fee is paid by the 403(b) Third Party Administrator (TPA) from plan participant accounts quarterly, in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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