Advisor at AMI Investment Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AMI Investment Management Inc
Location
Kendallville, IN 46755
Credentials
CFP®, Series 66
Industry experience
7 years
Benjamin Shively is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at AMI Investment Management Inc since 2021 and previously spent 18 years at Lake City Bank. AMI Investment Management provides discretionary investment management and financial planning to individual and institutional clients, including pension plans and state or municipal government entities. The firm employs a bottom-up, value-oriented investment approach with a focus on fundamental research and long-term holdings, managing a substantial asset base relative to its small advisory team.
Based on AMI Investment Management Inc
Based on AMI Investment Management Inc
Fixed retainer fees for financial planning services based on complexity, generally up to $5,000.
$0 - $2.5 million: 1.0% $2.5 million - $5 million: 0.80% $5 million - $10 million: 0.60% $10 million+: 0.40%
Fee-only: Fixed retainers for financial planning generally do not exceed $5,000, billed quarterly; fees may be higher for complex cases.
710 N Krueger Street
Kendallville, IN 46755
Indiana
AMI Investment Management
2021 - Present (5 years)
Lake City Bank
2003 - 2021 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Auburn, IN
Mid Michigan Insurance and Financial Services LLC
Series 65
Kendallville, IN
AMI Investment Management Inc
CFP®
Kendallville, IN
AMI Investment Management Inc
CFA®, Series 65
Kendallville, IN
AMI Investment Management Inc
Series 66
Auburn, IN
Pathway Financial Advisers, LLC
CFP®, Series 66
Auburn, IN
Pathway Financial Advisers, LLC
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