American Investors CO
Assets Under Management
$616.9M
Number of Clients
901
Number of Advisors
32
Average Client AUM
$685K
AUM per Advisor
$19.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
American Investors Co. (AIC) is a registered broker-dealer and investment adviser offering investment advisory and financial planning services. Services include asset management, hourly consultations, and 401(k) advisory services. AIC's Affiliates offer their own blend of services and investment philosophies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fee Estimator
AIC's fees are negotiable and vary depending on the Affiliate providing services. Asset management fees are based on a percentage of assets under management, either tiered or fixed. Hourly consultation fees can reach up to $350 per hour. Fixed fees may be charged for investment plans and other planning services. The maximum fee for 401(k) plan services is 1% of plan assets annually. Clients may be able to obtain lower fees for similar services from different AIC Affiliates and/or other Registered Investment Advisers. AIC does not impose a minimum account size or minimum fees as a requirement for opening and/or maintaining an account.
Areas of Practice
Location
12667 Alcosta Blvd., Suite 160, San Ramon, CA, 94583