American Investors Company offers investment management, financial planning, hourly consultations, and retirement plan advisory services. Clients can receive ongoing portfolio monitoring on either an authority-to-trade-without-asking or non-discretionary basis, or choose periodic reviews. The firm operates as both a registered investment advisor and a securities broker-dealer, allowing its representatives to sell securities and insurance products for commissions alongside advisory services. American Investors Company tailors its services to individual client needs and investment objectives, accommodating specific restrictions on securities when requested. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. A fixed percentage rate of 1.5% or a negotiated fixed annual fee is also available in lieu of the tiered schedule.