Acute Investment Advisory (AIA) manages investment portfolios for clients, offering both discretionary (where they make trades for you) and non-discretionary (where you approve each trade) services. AIA primarily uses exchange traded funds (ETFs) but may also use other investments. AIA also offers third-party advisory services, where they help clients select other investment advisors. AIA uses sub-advisors for back-office support, billing, report preparation, and/or trading.
Assets Under Management$240M
Clients787
Advisors4
Avg. per Client$300K
Avg. per Advisor$60M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.20% |
Fees are negotiable based on assets under management, complexity of goals, and level of service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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