AI Investor360 offers portfolio management services, including reviewing client investment goals, recommending asset allocation strategies, and preparing written investment strategies. Investment advice is tailored to meet client needs. The firm uses both traditional methods and artificial intelligence to build specialized investment portfolios. AI 360 has a client portfolio minimum of $200,000, which may be negotiable.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable depending upon the complexity of the client’s financial situation and the scope of services rendered. The Firm may combine the account values of family members living in the same household to determine the applicable portfolio management fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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