Advisers Investment Management provides financial planning, investment advice, and portfolio management. They create portfolios to meet different investor goals and risk tolerances, using a globally diversified approach with mutual funds. They interview each client to develop an investment profile and asset allocation policy, then recommend an appropriate portfolio. Portfolios are rebalanced quarterly. Clients can make withdrawals or contributions at any time.
Assets Under Management$92M
Clients558
Advisors5
Avg. per Client$170K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.3M | 0.60% |
| $1.3M - $1.5M | 0.50% |
| $1.5M - $1.8M | 0.40% |
| $1.8M - $2.0M | 0.30% |
| $2M+ | 0.20% |
Management fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...