AMC Wealth Management provides financial planning and investment management services tailored to each client's unique goals and needs. AMC Wealth Management offers financial planning and consulting on an hourly basis, while investment management fees are based on the amount of assets being managed. AMC Wealth Management primarily uses Exchange Traded Funds (ETFs) and Mutual Funds.
Assets Under Management$75M
Clients101
Advisors7
Avg. per Client$740K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiated and do not exceed 1.00% annually. The fee for a client with low financial complexity and/or significant assets under management might be 0.30%, whereas the fee for a client with high financial complexity and/or lower assets under management might be 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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