AMS Capital Management offers portfolio management based on individual client goals, financial planning, and consulting services. Financial plans cover areas like family records, tax planning, retirement, and investments. Consulting services provide advice on specific topics like estate planning. AMS also offers selection and monitoring services for pension, profit sharing and 401(k) plans, and a free monthly newsletter with general investment information.
Assets Under Management$36M
Clients57
Advisors1
Avg. per Client$640K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $3.5M | 1.50% |
| $3.5M - $5.0M | 1.40% |
| $5.0M - $8.0M | 1.00% |
| $8M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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