Advisory Investor Services (AIS) provides investment advice through discretionary and non-discretionary accounts, tailoring strategies to each client's objectives and risk profile. AIS offers ongoing portfolio management, creates investment policy statements, and monitors investments. They also offer specialized programs like third-party manager selection and multi-strategy portfolios. AIS may refer clients to other financial service companies and is compensated by an estate planning and corporate services provider (Trident Trust) for referrals.
Assets Under Management$180M
Clients172
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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