AM Investment Strategies manages investment portfolios and offers limited financial planning, typically covering cash flow, retirement, and insurance. They create a financial profile and investment plan based on your goals and risk tolerance. Investment portfolios are managed on either a discretionary or non-discretionary basis, primarily using individual equity securities, but may also include other securities. AMIS also provides reporting and limited account administration services.
Assets Under Management$740M
Clients576
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$370M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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