Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM's advisory fees are generally based on a percentage of assets under management. Annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiated based on client type, asset class, and other factors. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies, but this is also negotiable. AAM also provides investment management services as a sub-adviser to certain accounts, typically ranging from 0.25% to 0.70% of the assets managed by AAM.
Areas of Practice
Advisor Information
Office location
28025 Ih-10 West, Boerne, TX, 78006
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Arthur is a committee member for the Hal Lynch Foundation, a scholarship foundation, since 2016, dedicating minimal time. He is also a board member for Boerne LeaderSteps, a non-profit organization, since 2017, dedicating minimal time.