AMA Office Solutions is a registered investment advisor founded in 2023 and based in Needham, Massachusetts. The firm offers a wide range of services including cash flow and balance sheet investment management, asset allocation strategies, general portfolio management, retirement plan consulting, and comprehensive financial planning. AMA Office Solutions takes an objective-based approach, utilizing exchange-traded funds and mutual funds along with proprietary modeling tools to manage risk and build diversified portfolios. The firm is led by founder Ashley Agres and Chief Investment Officer Sergey Agres, who brings nearly two decades of experience in asset and liability management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Subject to an annual minimum fee of $3,000. Fees are negotiable and may depend on portfolio or project complexity and size.