AMC Wealth Management provides custom investment management and financial planning services to individuals, high-net-worth clients, business entities, trusts, estates, and charitable organizations. Founded in 2020 and based in Chicago, Illinois, AMC Wealth Management builds customized portfolios primarily using exchange-traded funds and mutual funds, focusing on asset allocation across diversified asset classes. The firm offers discretionary investment management where fees are based on the value of your portfolio, as well as standalone financial planning charged on an hourly basis. Financial planning services are also provided at no extra cost if you have AMC Wealth Management manage your investments. The firm emphasizes tailored strategies to match each client's specific goals, risk tolerance, and time horizon.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated based on overall financial complexity and portfolio size, up to a maximum of 1.00% annually.