Associated Investment Services, INC.
Assets Under Management
$1.0B
Number of Clients
3,655
Number of Advisors
40
Average Client AUM
$274K
AUM per Advisor
$25.0M
Compensation
Fee-Only (AUM)
About This Firm
Associated Investment Services, Inc. (AIS) offers advisory account programs developed by various firms like BlackRock, Envestnet, Fidelity, and others. AIS Financial Advisors help clients choose suitable programs based on their financial information, objectives, and risk tolerance. AIS receives a portion of the fees billed to clients.
Fee Structure
Fees for advisory programs are bundled and include advisory, technology, administrative, custody, execution, and portfolio management services. The specific fee is in the Statement of Investment Selection and is negotiable. The annual minimum for the firm fee component of the Client Fee ranges from $0 to $150, depending on the Advisory Program. The annual minimum for the custody fee component of the Client Fee ranges from $0 to $100, depending on the Advisory Program. Financial planning services are currently offered without separate charges or fees.
Areas of Practice
Location
433 Main Street, Green Bay, WI, 54301-5114