Assets Under Management
$1.8B
Number of Clients
1,278
Number of Advisors
8
Average Client AUM
$1.4M
AUM per Advisor
$229.8M
Compensation
Fee-Only (AUM)
AMI Asset Management provides discretionary investment management services using equity and fixed income securities. They offer seven core investment strategies. They customize advice based on client objectives and risk tolerance. They also offer model portfolios, manage private funds, and have sub-advisory and wrap program arrangements.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 0.75% |
Minimum annual management fee is $10,000, which may be waived. Fees are negotiable.
10866 Wilshire Blvd., Ste 770, Los Angeles, CA, 90024