Advisors Asset Management provides portfolio management services through separately managed accounts tailored to individual client goals, risk tolerances, and investment experience. The firm offers a wide range of investment strategies spanning fixed income portfolios, equity portfolios, mutual funds, exchange-traded funds, and unit investment trusts. Utilizing fundamental, technical, and charting analysis, Advisors Asset Management constructs diversified portfolios while taking into consideration individual account restrictions and income needs. The firm primarily operates on a discretionary basis, continuously monitoring underlying securities and reviewing client holdings at least annually. In addition to direct-advised accounts, Advisors Asset Management works with primary advisors on sub-advised accounts and participates in various bundled and unbundled fee programs. The firm emphasizes tailored investment solutions designed to match specific capital appreciation, growth, and income objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees for fixed income strategies generally range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees are negotiable.