Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
315 clients
Average Client Portfolio
$460K average
Assets Under Management
$144.9M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

The annual advisory service agreement fee is 1% of assets managed, payable quarterly in arrears. While the annual fee is generally 1.00% of assets under management, they reserve the right to negotiate up or down not to exceed an annual rate of 2.50% of assets under management. Fees are deducted from the client's account. Clients may also incur transaction charges and brokerage fees. They require a minimum account size of $250,000, but this may be waived at their discretion.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Loading...

Advisor Information

Office location

150 East Palmetto Park Road, Suite 800, Boca Raton, FL, 33432

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
American Asset Management INC.
January 2003 - Present · 23 yrs
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Julian Rubinstein - Financial Advisor | AdvisorDiscover