Amerant Investments, INC.
Assets Under Management
$688.2M
Number of Clients
705
Number of Advisors
17
Average Client AUM
$976K
AUM per Advisor
$40.5M
Compensation
Fee-Only (AUM)
About This Firm
Amerant Investments, Inc. (AMTI) provides discretionary and non-discretionary investment advisory services. They help clients select investment strategies based on their objectives and risk tolerance, and offer model portfolios. AMTI participates in wrap fee programs and may recommend third-party managers or sub-advisors, potentially resulting in higher fees.
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
Location
220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134