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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
Fee schedule is negotiable with management approval.
Fee Estimator
A & I Wealth Management charges an annual fee based on a percentage of assets under management, as detailed in the fee schedule. This fee is typically billed monthly in arrears based on the average daily account balance. The fee schedule is negotiable based on factors like assets under management and complexity of the financial situation. A minimum account size of $10,000 is typically required. They may also recommend third-party money managers, with fees ranging from 0.35% to 2.75% annually, with A&I's maximum fee being 1.50%.
Areas of Practice
Advisor Information
Office location
9605 Kingston Court, Suite 190, Lone Tree, CO, 80112
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 ActivitiesSells Insurance
Julie works as an investment advisor representative (IAR) under A&I Financial Services LLC and A&I Wealth Management. She is also an independent representative with various insurance carriers, selling fixed insurance products.