A & I Wealth Management Fees & Minimum

Overview

Headquarters: Lone Tree, CO
Total Firm Assets: $560 million
Average High-Net-Worth Client Portfolio Size: $2.4 million
Stated Minimum Account Size: $10,000

Fee Disclosure

Source: PART 2A (2026-03-16) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$100,000	1.50%
$100,001	$250,000	1.25%
$250,001	$2,000,000	1.00%
$2,000,001	$5,000,000	0.90%
$5,000,001	$10,000,000	0.80%
$10,000,001	$15,000,000	0.65%
$15,000,001	$20,000,000	0.50%
$20,000,001	$25,000,000	0.40%
$25,000,001	$30,000,000	0.35%
$30,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,875	1.09%
$5 million	$47,875	0.96%
$10 million	$87,875	0.88%
$50 million	$242,875	0.49%
$100 million	$392,875	0.39%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 70.69%
Number of High-Net-Worth Clients: 165
Total Client Accounts: 1,683
Discretionary Accounts: 1,442
Non-Discretionary Accounts: 241

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 148357

PART 2A (2026-03-16) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does A & I Wealth Management disclose?

Is A & I Wealth Management a fiduciary?

Where is A & I Wealth Management located?

How many clients does A & I Wealth Management have?

What services does A & I Wealth Management offer?

How much does A & I Wealth Management manage?

What types of clients does A & I Wealth Management serve?