Assets Under Management
$144.9M
Number of Clients
315
Number of Advisors
1
Average Client AUM
$460K
AUM per Advisor
$144.9M
Compensation
Fee-Only (AUM)
American Asset Management provides personalized financial advising and investment management. Advice includes financial objectives, problem identification, cash flow, insurance, investment, education, retirement, and estate planning. The firm is fee-only and does not receive commissions.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
The firm reserves the right to negotiate up or down not to exceed an annual rate of 2.50% of assets under management.
150 East Palmetto Park Road, Suite 800, Boca Raton, FL, 33432