American Investment Services Inc

Updated today

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Total assets under management

$1,295,294,172

Total clients

462

42% high-net worth

Total advisors

of 10 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$2,803,667

Client services

Portfolio management Selection of other advisers

Fee options

Percentage

$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

Other

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

Disclosures

Main office location

American Investment Services Inc

250 Division Street

Great Barrington MA 01230, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 413-591-4445

Advisors at this firm

John B

ChFC®, Series 65

Great Barrington, MA

American Investment Services Inc

David S

CFA®, Series 63

Great Barrington, MA

American Investment Services Inc

Matthew B

CFP®, Series 63, Series 66

Great Barrington, MA

American Investment Services Inc

A. Mackenzie W

Series 66

Great Barrington, MA

American Investment Services Inc

Charles M

Series 63, Series 65

Great Barrington, MA

American Investment Services Inc

Matthew S

Series 63, Series 65

Great Barrington, MA

American Investment Services Inc

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