Advisory Investor Services LLC
Assets Under Management
$181.2M
Number of Clients
172
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$25.9M
Compensation
Fee-Only (AUM)
About This Firm
Advisory Investor Services LLC (AIS) offers investment advisory services through discretionary and non-discretionary accounts. They provide ongoing portfolio management, create Investment Policy Statements, and offer specialized programs like Third Party Managers and Multi Strategy Portfolios. AIS also offers Family Wealth Services and refers clients to other financial service companies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
All fees are negotiable.
Fee Estimator
AIS typically charges an annual management fee ranging from 0.75% to 2.00% of the account's net asset value, and all fees are negotiable. The fee is based on the total assets in the account. Clients may pay higher fees for securities purchased on margin. Refunds are given on a prorated basis if the agreement is terminated early. After termination, standard hourly consulting fees of $500/hr apply for additional requests. The minimum account size is generally $1,000,000, but lesser amounts may be accepted at the Adviser's discretion.
Areas of Practice
Location
1200 Brickell Avenue, Suite 250, Miami, FL, 33131