Assets Under Management
$838.6M
Number of Clients
296
Number of Advisors
3
Average Client AUM
$2.8M
AUM per Advisor
$279.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
AMI offers investment management services, working with clients to develop an investment policy statement. They invest across a broad range of securities. Financial planning services are also offered, including investment, retirement, educational, estate, and cash flow planning. Clients implement plan recommendations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
710 N Krueger Street, Kendallville, IN, 46755