Asset Management Services Group, Inc. manages investment portfolios using a combination of modern portfolio theory and price trend management. Asset Management Services Group helps individuals and businesses align their risk tolerance and time horizon with specific investment portfolios, which include conservative, moderate, growth, and maximum growth strategies. Asset Management Services Group monitors mutual funds and variable annuities daily to manage risk and protect against market downturns, while also helping clients select reputable underlying fund managers.
Assets Under Management$4.8M
Clients54
Advisors1
Avg. per Client$89K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:$10K
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% |
Fees are billed quarterly in arrears. Clients also pay internal fees charged by mutual funds or variable annuities.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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