Aisa International manages investment portfolios and provides financial planning to help clients achieve their goals. They use institutional asset class funds, ETFs, and other pooled investment vehicles. Financial planning is offered in conjunction with wealth management and covers cash flow, personal matters, death and disability, retirement, and investments. Aisa International monitors investments and rebalances portfolios as needed.
Assets Under Management$130M
Clients242
AdvisorsN/A
Avg. per Client$520K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Each client's fee schedule is negotiated. Fees may be negotiable in exceptional circumstances. Certain family members and personal acquaintances may receive discounted rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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