American European Asset Management offers investment management services, primarily managing portfolios of domestic and international stocks and bonds. The firm focuses on companies with strong financials and shareholder-friendly practices. They tailor portfolios to individual client needs by adjusting the mix of stocks, bonds, and cash. American European typically avoids IPOs and speculative stocks.
Assets Under Management$16M
Clients4
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are reduced by 50% for the proportion of fixed-income assets held in the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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