Amicorp Wealth Services manages investment portfolios based on client objectives, using macroeconomic, fundamental, and technical analysis. Clients select model portfolio strategies based on their risk profile. The firm may use various securities, including mutual funds and hedge funds. They may also reduce risk by holding significant cash positions. Amicorp Wealth Services does not offer securities custody but may provide administrative services and have authority over a client’s bank account to facilitate fee payments.
Assets Under Management$170M
Clients17
Advisors1
Avg. per Client$10M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees may be negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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