Ameritrust Investments of North Carolina offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. The firm creates an Investment Policy Statement for each client to guide portfolio selection. Services include investment strategy, asset allocation, and regular portfolio monitoring. Ameritrust Investments typically invests in equities, bonds, ETFs, government securities, and mutual funds.
Assets Under Management$5.3M
Clients36
Advisors1
Avg. per Client$150K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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