Fees and Services
Transparency is a foundational principal at AMA and below you will find our fees and services
Insurance needs and premiums change through the years. We will help you find the most competitive rates and coverages at NO charge to you.
Fee-Based Asset Management
Current insurance or planning clients are eligible for following fee schedule:
Advisory fees based on assets under mangement
50k-250k = .60%
250k+ = .50%
Fees for non-insurance or planning clients
50k-100k = 1%
above 250k= .60%
Annuities and Mutual Funds
When appropriate, certain products are used to help you reach your goals. In some cases, a commission will be paid and this will be disclosed during the setup process.
Written Financial Plan $1000
Our basic financial plan covers your personal balance sheet, household investment overview, retirement income forecast, beneficiary review, Advizr printout, and recommendations.
$1,000 for a basic plan; for more complicated plans, the price will be higher.