Ami Investment Management INC
Assets Under Management
$838.6M
Number of Clients
296
Number of Advisors
3
Average Client AUM
$2.8M
AUM per Advisor
$279.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
AMI provides investment management services, developing investment policy statements to meet client goals and risk tolerance. They invest across various securities, including domestic and international stocks, bonds, REITs, ETFs, and mutual funds. Financial planning services are also offered, covering investment, retirement, education, estate, and cash flow planning. As of December 31, 2024, AMI managed $838,617,157 in assets.
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
Location
710 N Krueger Street, Kendallville, IN, 46755