Ami Asset Management CORP
Assets Under Management
$1.8B
Number of Clients
1,278
Number of Advisors
8
Average Client AUM
$1.4M
AUM per Advisor
$229.8M
Compensation
Fee-Only (AUM)
About This Firm
AMI Asset Management Corporation, founded in 1994, offers discretionary investment management services to individuals, high net worth individuals, pension and profit sharing plans, trusts, corporations, and others. They utilize equity and fixed income securities in seven core investment strategies. AMI customizes advice based on client objectives and risk tolerance.
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
Location
10866 Wilshire Blvd., Ste 770, Los Angeles, CA, 90024