A & I Wealth Management provides comprehensive investment management, financial planning, and retirement plan consulting for individuals, families, trusts, estates, and business entities. A & I Wealth Management creates customized investment programs by evaluating client goals, risk tolerance, and financial situations, utilizing model portfolios, sub-advisors, and third-party investment managers. In addition to ongoing portfolio supervision, A & I Wealth Management offers modular or comprehensive financial planning covering areas such as retirement income, business exit strategies, and tax considerations. Clients can receive ongoing consultations or project-based planning. The firm emphasizes personalized strategies while maintaining oversight of portfolio allocations, working alongside qualified custodians and broker-dealers to execute investment strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
Fees are negotiable based on assets under management, financial complexity, and other relationships. Account values for family members in the same household may be combined to determine breakpoints.