Amc Wealth Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$110M
Clients125
Advisors6
Avg. per Client$890K
Avg. per Advisor$19M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiated based on overall financial complexity and portfolio size, up to a maximum of 1.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

6 Advisors at this firm