Associated Investment Services (AIS) offers advisory account programs managed by third-party firms like BlackRock, Envestnet, and Vanguard. AIS Financial Advisors help clients choose suitable programs based on their financial situation and goals. AIS does not guarantee investment returns, and clients may experience losses. AIS also offers financial planning services, but may charge fees for it in the future.
Fee Structure
Associated Investment Services (AIS) offers various advisory programs with bundled fees that cover advisory, technology, administrative, custody, and portfolio management services. The fees are a percentage of your investments and vary depending on the program and the amount you invest. The specific fee schedule for your account is detailed in the Statement of Investment Selection. The fees are negotiable. AIS may offer promotional cash credits for opening or adding to an investment advisory account.