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American Investors CO

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Assets Under Management

$616.9M

Number of Clients

901

Number of Advisors

32

Average Client AUM

$685K

AUM per Advisor

$19.3M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

American Investors Co. (AIC) is a registered broker-dealer and investment adviser offering investment advisory and financial planning services. Services include asset management, hourly consultations, and financial planning. AIC's Affiliates offer their own blend of services and investment philosophies. Fees are negotiable and vary depending on the Affiliate.

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Location

12667 Alcosta Blvd., Suite 160, San Ramon, CA, 94583

32 Advisors at this firm

AH
Andrew Bradley Haupt
BH
Bradley Lee Haupt
CC
Cheryl Lynne Charney
CL
Christopher J Lococo
CY
Clarence Yee
DD
CFP · ChFC
David Roe Derby
EC
Emmanuel Sabale Comes
EL
Eric Andrew Loofbourrow
FB
Forrest Randall Blair
FD
Frankel Tandog Delossantos
FD
Frederic Hunter Devinney
FJ
Frederick John Joosse
GC
Gary Earl Conley
JM
CFP
Jerry Smith Mosher
JK
Joel Bernard Knight
JL
John Edward Lococo
JK
CFP
John Ingleitalo Kessler
KA
Kent Robert Alexander
LC
Linda Susan Cornish
MP
CFP
Monica Padilla
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