Advanced Investment Strategies (AIS) offers discretionary portfolio management services tailored to your financial situation and goals. AIS uses fundamental analysis and may utilize complex products like options and leveraged ETFs. AIS offers two portfolio management services: Foundational and Foundational Plus, with the latter using more complex strategies and products. AIS monitors portfolios continuously and rebalances as needed.
Assets Under Management$8.1M
Clients35
Advisors2
Avg. per Client$230K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
These rates are for the Foundational Portfolio. The Foundational Plus Portfolio rates are: First $1,000,000: 1.50%; Next $4,000,000: 1.20%; Next $5,000,000: 0.90%; Over $10,000,000: 0.60%. Fees may differ from client to client as a result of firm-wide changes to the Fee Schedule and other adjustments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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