Ametrine Wealth
Assets Under Management
$12.1M
Number of Clients
13
Number of Advisors
1
Average Client AUM
$933K
AUM per Advisor
$12.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Ametrine Wealth Management LLC offers investment management services with discretionary authority, primarily advising on stocks, bonds, mutual funds, and ETFs. They also provide financial planning services on a limited scope, one-time engagement, covering areas like cash flow, college savings, and retirement planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The minimum quarterly fee is $1,250.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in arrears. For example, a $2,000,000 portfolio would be charged 1.00% on the first $500,000 and 0.90% on the remaining $1,500,000. The minimum quarterly fee is $1,250. Financial planning is offered on a fixed fee basis, ranging from $2,000 to $10,000 per project, or hourly at $300 per hour. Ongoing financial planning is available for $5,000 per year.
Areas of Practice
Location
MI, United States