Advisors Asset Management, INC.
Assets Under Management
$2.0B
Number of Clients
1,867
Number of Advisors
133
Average Client AUM
$1.0M
AUM per Advisor
$14.7M
Compensation
Fee-Only (AUM)
About This Firm
Advisors Asset Management (AAM) offers continuous advice on client investments based on individual needs. They manage accounts on a discretionary basis, considering client-specific factors and objectives. AAM provides investment solutions through various fixed income and equity portfolios, and may offer unit investment trusts. They also provide non-discretionary investment services and model portfolio recommendations.
Fee Structure
AAM's advisory fees are generally based on a percentage of assets under management. Annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiated based on client type, asset class, and other factors. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies, but this is also negotiable. AAM also provides investment management services as a sub-adviser to certain accounts, typically ranging from 0.25% to 0.70% of the assets managed by AAM.
Areas of Practice
Location
18925 Base Camp Road, Suite 203, Monument, CO, 80132