AEOM Investments offers portfolio management based on individual client goals and risk tolerance, creating an Investment Policy Statement for each client. AEOM requires authority to make trades without asking first. AEOM also provides financial planning covering investments, insurance, taxes, retirement, college, and debt. AEOM provides a free quarterly newsletter with market updates and investment recommendations.
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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...