Aquifer Asset Management (AAM) offers ongoing investment portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. AAM works with clients to understand their financial situation and creates a plan to select a portfolio that aligns with their specific needs. AAM has the authority to make investment decisions without asking for permission for each transaction.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may be grouped for clients in the same household to assist in reaching breakpoints and reducing fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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