American Investors Co. (AIC) provides investment advisory and financial planning services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. AIC offers asset management, hourly consultation, and financial planning services. AIC's representatives may also sell securities for commissions. AIC may refer clients to other registered investment advisors.
Assets Under Management$580M
Clients762
Advisors32
Avg. per Client$760K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
32 Advisors at this firm
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