AEM Asset Management provides investment advice and portfolio management, both with and without discretion. They also offer financial planning services, ranging from broad plans to single-subject consultations. AEM does not participate in wrap fee programs. Investment advice is tailored to individual client needs and objectives.
Assets Under Management$120M
Clients45
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$61M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable depending on specific circumstances. AEM may agree to bill a flat fee rather than a percentage of assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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