American Executive Advisors, LLC provides financial planning and portfolio management services to individuals, high net worth individuals, corporations, and pension or profit-sharing plans. Financial planning covers areas like net worth, cash flow, tax, insurance, and retirement. Portfolio management involves creating customized portfolios based on client objectives and risk tolerance, potentially using a subadvisor. They also offer retirement plan consulting services.
Assets Under Management$8.6M
Clients39
Advisors1
Avg. per Client$220K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Management fee is negotiable; you may aggregate accounts to negotiate a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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