Advisor at American Investment Services 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
American Investment Services Inc
Location
Great Barrington, MA 01230
Credentials
Series 66
Industry experience
20 years
$0 - $1,000,000: 1.00% of AUM $1,000,001 - $5,000,000: 0.60% of AUM in this tier plus maximum fee from previous tier $5,000,001 - $10,000,000: 0.40% of AUM in this tier plus maximum fee from previous tier $10,000,001 - $20,000,000: 0.25% of AUM in this tier plus maximum fee from previous tier $20,000,001 - $150,000,000: Flat 0.275% of total AUM up to $150 million $150,000,001+: 0.15% of AUM in this tier plus maximum fee from previous tier
Account minimum: $300,000 (Professional Asset Management program); $500,000 per strategy for Dimensional UMAs Fee-only: Fee-only basis, no commissions or performance fees
American Investment Services, Inc.
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Lenox, MA
Edward Jones
CFP®, Series 63, Series 65
Glen Allen, VA
Advisor Financial Services, Inc.
CFA®, Series 63
Great Barrington, MA
Rockingstone Advisors
ChFC®, Series 65
Great Barrington, MA
American Investment Services Inc
Series 65
Lenox, MA
Renaissance Investment Group, LLC
CFP®, ChFC®, Series 65
Stockbridge, MA
Tableaux Wealth
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