Assets Under Management
$463.9M
Number of Clients
577
Number of Advisors
10
Average Client AUM
$804K
AUM per Advisor
$46.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
A & I Wealth Management offers asset management, financial planning, and retirement plan services. They customize investment programs based on client needs, goals, and risk tolerance, utilizing model portfolios and third-party money managers. Financial planning services focus on specific client needs and concerns.
| Assets Under Management | 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 with management approval.
9605 Kingston Court, Suite 190, Lone Tree, CO, 80112