Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
AMI regards its fees as non-negotiable, though we retain the right to make exceptions to this policy.
Fee Estimator
The annual investment advisory fee is a percentage of assets under management, charged quarterly in advance. For financial planning, AMI generally includes the services as part of the core investment advisory relationship. In select cases, AMI may charge a fixed retainer for financial planning services, generally not exceeding $5,000, though they are not restricted from charging more for highly complex cases.
Areas of Practice
Advisor Information
Office location
710 Krueger St., Kendallville, IN, 46755
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
Michael is a volunteer board member for Parkview Health Systems, Oak Farm School, and Trine University. These activities are not investment-related and take minimal time.