American Trust Investment Services Advisory, INC.
American Trust Investment Services Advisory (ATISAI) offers investment advice on a non-discretionary basis, meaning they'll make recommendations, but you have the final say. They also provide access to discretionary portfolio management through third-party managers or affiliated managers, where the manager makes investment decisions without your prior approval. ATISAI gathers information about your financial situation, risk tolerance, and investor status to create a tailored investment plan. They offer a range of investment options, including stocks, bonds, real estate, and alternative investments. ATISAI also provides estate services, including evaluation, development, and review of estate plans.
Fee Structure
ATISAI offers investment advisory services with fees based on a percentage of your portfolio's value. The percentage varies depending on the size and complexity of your portfolio. Fees are billed monthly in arrears and deducted from your account.
Plan A (ATRAM) & Plan B (ATMAP):
- $100,000 - $250,000: 2.00%
- $250,001 - $500,000: 1.90%
- $500,001 - $1,000,000: 1.75%
- $1,000,001 - $2,500,000: 1.50%
- $2,500,001 - $5,000,000: 1.25%
- $5,000,001 - $10,000,000: 1.00%
- $10,000,001 and over: Negotiated
Accounts less than $100,000 may be accepted at the company's discretion, with a maximum fee rate of 2.00%.
Plan C (Third-Party Money Managers): Fees are negotiated directly with the third-party advisor, but the combined fees for ATISAI and the third-party manager will not exceed 2.00%.