American Asset Management (AAM) offers personalized financial advice and investment management. AAM's advice covers financial objectives, problem identification, cash flow, insurance, investments, education, retirement, and estate planning. AAM is a fee-only firm, meaning it doesn't receive commissions. AAM makes the final investment decisions, but clients maintain control of their assets. Quarterly reviews are held with clients.
Assets Under Management$150M
Clients288
Advisors1
Avg. per Client$530K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
AAM reserves the right to negotiate the fee up or down, but it will not exceed 2.5% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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