A & I Wealth Management offers investment advice and financial planning to individuals, families, and businesses. Their services include asset management, financial planning, and retirement plan services. They may recommend third-party money managers. Financial planning can be comprehensive or focus on specific areas. A & I Wealth Management also offers retirement plan services to plan sponsors and participants.
Assets Under Management$460M
Clients577
Advisors10
Avg. per Client$800K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$10K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
Fees are negotiable. Certain assets may be exempted from management fees for 24 months if a commissionable security or insurance product was purchased.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...