How We Work

AAM is an independent, fee-only Registered Investment Advisor. 

Our specialties are portfolio management and financial planning so we don't sell insurance products, prepare tax returns, or draft estate planning documents.

We value transparency and try to keep it simple.

Investment Management fees are based on a percentage of the value of your portfolio and include comprehensive financial planning services.

Financial Planning fees are billed by the hour and depend on the scope of your project. To avoid surprises, we agree on fees in advance.

As an RIA firm, we have a fiduciary responsibility to do what's in your best interest.  We take that responsibility seriously.