Associated Investment Services, Inc.

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Total assets under management

$1,000,633,569

Total clients

3,645

7% high-net worth

Total advisors

of 62 employees

Firm size

Multi Team

Average clients per advisor

140

Average account size

$274,522

Client services

Financial planning Portfolio management Selection of other advisers Mutual fund wrap

Fee options

Percentage

$0 - $175,000: 1.42% to 1.81% $175,001 - $250,000: 1.32% to 1.71% $250,001 - $350,000: 1.29% to 1.68% $350,001 - $500,000: 1.24% to 1.63% $500,001 - $750,000: 1.23% to 1.58% $750,001 - $1,000,000: 1.08% to 1.43% $1,000,001 - $1,500,000: 1.08% to 1.41% $1,500,001 - $2,000,000: 0.95% to 1.28% $2,000,001 - $5,000,000: 0.95% to 1.27% Above $5,000,000+: 0.63% to 0.93%

Commissions

Commission-based compensation is earned through AIS's broker-dealer and insurance agency activities, separate from advisory fees.

Other

Account minimum: $5,000 minimum (varies by program, see details) Minimum fee: Firm fee component minimum annual fee ranges from $0 to $150 depending on advisory program; custody fee component minimum annual fee ranges from $0 to $100 depending on advisory program.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

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.

Main office location

Associated Investment Services, Inc.

433 Main Street

Green Bay WI 54301-5114, United States

Number of offices

Forms ADV

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

Quick links

Website 800-595-7722

Advisors at this firm

Keith J

Series 66

De Pere, WI

Associated Investment Services, Inc.

Steven S

ChFC®, Series 63

St. Paul, MN

Associated Investment Services, Inc.

Tanner R

Series 66

Reedsburg, WI

Associated Investment Services, Inc.

Wendi L

Series 66

Sheboygan, WI

Associated Investment Services, Inc.

Robert P

CFP®, Series 63, Series 66

Appleton, WI

Associated Investment Services, Inc.

Peter E

CFP®, Series 63, Series 66

Mukwonago, WI

Associated Investment Services, Inc.

Tyler S

ChFC®, Series 66

Watertown, WI

Associated Investment Services, Inc.

Nicklas S

Series 63, Series 65

Neenah, WI

Associated Investment Services, Inc.

Douglas H

Series 63, Series 65

Janesville, WI

Associated Investment Services, Inc.

John M

Series 66

St. Louis Park, MN

Associated Investment Services, Inc.

Nimrod G

Series 66

Port Washington, WI

Associated Investment Services, Inc.

Erin H

Series 66

Reedsburg, WI

Associated Investment Services, Inc.

Michael K

Series 63, Series 65

Green Bay, WI

Associated Investment Services, Inc.

Emily S

CFP®, Series 66

Shawano, WI

Associated Investment Services, Inc.

Daniel S

Series 66

Port Washington, WI

Associated Investment Services, Inc.

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