Assets Under Management
$181.2M
Number of Clients
172
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$25.9M
Compensation
Fee-Only (AUM)
AIS provides investment advisory services through discretionary and non-discretionary accounts, offering ongoing portfolio management based on client goals and risk tolerance. They offer specialized programs including third-party managers, Schwab's Managed Account Services, and Multi Strategy Portfolios. They also offer family wealth services and may refer clients to other financial service companies and estate planning professionals.
| Assets Under Management | 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.
1200 Brickell Avenue, Suite 250, Miami, FL, 33131