| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
AIC's fees are negotiable and vary depending on the Affiliate providing services. Asset management fees are based on a percentage of assets under management, either tiered or fixed. Hourly consultation fees can reach up to $350 per hour. Fixed fees may be charged for investment plans and other planning services. The maximum fee for 401(k) plan services is 1% of plan assets annually. Clients may be able to obtain lower fees for similar services from different AIC Affiliates and/or other Registered Investment Advisers. AIC does not impose a minimum account size or minimum fees as a requirement for opening and/or maintaining an account.
9825 Blue Larkspur Lane, Monterey, CA, 93940
Get directionsJoel is the officer/president of Joel Knight Tax & Business Services/Joel Knight Inc., focusing on bookkeeping and tax preparation, dedicating full-time hours to this business. Additionally, Joel is an independent insurance agent for life, accident, and health insurance, but currently only sells occasional long-term care policies, dedicating minimal time to this activity.