AIRE Advisors offers investment advisory services, including comprehensive wealth management, AIRE ONE comprehensive wealth management for family offices, and cash management. For wealth management clients, AIRE Advisors creates a financial plan and manages investments in stocks, bonds, ETFs, and other securities. Portfolios are monitored and rebalanced regularly. AIRE Advisors may use third-party investment advisors to implement investment portfolios. The firm also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$1B
Clients369
Advisors11
Avg. per Client$2.7M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees are negotiable for amounts over $25,000,000. Maximum fee for international clients is 1.50%. Maximum fee when using Third Party Managers is 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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