AMI Investment Management provides investment management services to individuals and institutions. AMI works with clients to develop an investment policy statement that meets their long-term goals. AMI invests across a broad range of securities. AMI also offers financial planning services, including investment, retirement, educational, estate, and cash flow planning. Clients are responsible for implementing plan recommendations.
Assets Under Management$840M
Clients296
Advisors4
Avg. per Client$2.8M
Avg. per Advisor$210M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
AMI regards its fees as non-negotiable, though we retain the right to make exceptions to this policy.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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