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 $10.0M | 1.00% |
| $10M+ | 0.75% |
Minimum annual management fee is $10,000, which may be waived. Fees are negotiable.
Fee Estimator
AMI charges an annual fee based on the market value of your account. The minimum annual management fee is $10,000, but this may be waived. Fees are negotiable based on factors like complexity and portfolio size. These fees do not include custodian fees or transaction fees. Institutional accounts and tailored relationships like model portfolios, private funds, sub-advisory relationships, and wrap programs have different fee structures, generally ranging from 0.30% to 0.90%.
Areas of Practice
Advisor Information
Office location
10866 Wilshire Blvd Ste 770, Los Angeles, CA, 90024
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
William is an independent contractor for Ground Control Business Management (GCBM), dedicating about 10% of his time to the firm. He is also a partner in HUMATA Partners, a real estate investment partnership, spending minimal time on its activities.