Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AMTI charges an annual advisory fee of up to 1.75%, calculated on average daily balances and billed quarterly. Fees are negotiable based on assets invested. Clients utilizing the UMA platform may incur additional sub-advisor fees. A 1% account setup recovery fee applies to withdrawals within the first 12 months. Execution charges are temporarily waived, but other brokerage-related fees may apply. AMTI may receive compensation from fund sponsors, creating a potential conflict of interest. A 0.50% annual fee will be charged quarterly in arrears 12 months after the account has been funded with the minimum deposit requirement.
Areas of Practice
Advisor Information
Office location
220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134
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
Diana is the Secretary for Super Trucks of Florida Inc., spending a few hours per week assisting with advertising trucks. She also holds the role of Secretary for Mercantile Acceptance Corp. and Prime Properties Group Inc., dedicating minimal time to each.