Assets Under Management
$1.0B
Number of Clients
3,655
Number of Advisors
40
Average Client AUM
$274K
AUM per Advisor
$25.0M
Compensation
Fee-Only (AUM)
Associated Investment Services (AIS) offers advisory programs through third-party managers like BlackRock, Envestnet, and others. AIS provides advisory and sponsor services, while Envestnet provides technology and administrative services. NFS provides custody, execution, and clearing services. Financial planning services are available, but AIS may charge separate fees in the future.
433 Main Street, Green Bay, WI, 54301-5114