Auerbach Investment Services provides investment management services tailored to individual client needs, considering risk tolerance and investment goals. They primarily invest clients in traditional portfolio models (moderate, growth, aggressive) or an AIS Hedged Portfolio. Auerbach also offers pension consulting services, including identifying investment objectives, recommending money managers, and monitoring performance. They provide services on a discretionary or non-discretionary basis.
Assets Under Management$150M
Clients60
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$75M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.8M | 1.25% |
| $1.8M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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