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Pricing
1% of AUM*
(Assets Under Management)
$500,000
Total Account Balance
0.90% of AUM*
(Assets Under Management)
$1,000,000
Total Account Balance
0.75% of AUM*
(Assets Under Management)
$5,000,000
Total Account Balance
0.55% of AUM*
(Assets Under Management)
$10,000,000 +
Total Account Balance
* AUM Assets under management does not include 401(k)s held with current employer.
Services
** Additional platform and/or custody fees which are dependent upon size of your portfolio and specific investments.
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***Securites backed credit are offered through programs and preferred banking relationships offered through AIC and AAS's relationships with third-party custodians.
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