A & I Wealth Management
Assets Under Management
$463.9M
Number of Clients
577
Number of Advisors
10
Average Client AUM
$804K
AUM per Advisor
$46.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
A & I Wealth Management offers asset management, financial planning, and retirement plan services. They customize investment programs based on client needs, goals, and risk tolerance, utilizing model portfolios and third-party money managers. They also offer financial planning services focusing on specific client needs and concerns.
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
Location
9605 Kingston Court, Suite 190, Lone Tree, CO, 80112