AMES Financial Solutions provides financial planning and investment management services. Financial planning includes comprehensive and limited options. Investment management is offered through Betterment for Advisors, a platform-based wrap fee program. AMES assists with client onboarding, risk profiling, goal setting, and ongoing client relationship management. The firm monitors client accounts and meets with clients periodically.
Assets Under Management$6.5M
Clients217
Advisors1
Avg. per Client$30K
Avg. per Advisor$6.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Includes a 0.80% fee for AMES and a 0.20% platform fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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