Advisors Asset Management (AAM) offers investment management services to separately managed accounts, mutual funds, and exchange-traded funds. AAM works with clients to determine suitable investment strategies based on their goals and risk tolerance. AAM manages accounts on a discretionary basis and may engage sub-advisors. AAM's investment strategies include fixed income and equity portfolios.
Assets Under Management$2B
Clients1,867
Advisors132
Avg. per Client$1M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.
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Location
132 Advisors at this firm
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