American Trust Investment Services Advisory, INC.
Assets Under Management
$14.9M
Number of Clients
84
Number of Advisors
4
Average Client AUM
$177K
AUM per Advisor
$3.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
ATISAI offers personalized investment advisory services, making recommendations based on client risk profiles and objectives. They provide access to both non-discretionary and discretionary portfolio management, either through third-party managers or affiliated managers. ATISAI also offers asset-monitoring services for variable annuity products and other plans. Financial plans are created as incidental to establishing suitability parameters.
Fee Structure
ATISAI charges fees based on a percentage of your portfolio value, varying with size and complexity. For ATRAM and ATMAP plans, fees are billed monthly in arrears. For accounts over $10,000,001, fees are negotiable. Financial planning fees range from $200 to $500 per hour, based on complexity. The minimum account size is $50,000, but smaller accounts may be accepted at the company's discretion. Ticket charges apply for securities transactions.
Areas of Practice
Location
1244 119th Street, Whiting, IN, 46394