Amerina International Capital Management (AICM) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. AICM offers investment strategy, asset allocation, and regular portfolio monitoring. AICM generally limits its money management to equities, bonds, fixed income, debt securities, real estate securities, ETFs, and REITs. Clients may impose restrictions on investments, but AICM reserves the right to end the relationship if restrictions prevent proper service.
Assets Under Management$9M
Clients6
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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