Am Investment Strategies, LLC fees and pricing
Financial planner in Chattanooga, Tennessee. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Am Investment Strategies, LLC charges an annual fee of $50-$30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $50-$30,000/yr
“They normally range from $50 per year to $30,000 per year, depending upon the services requested.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Am Investment Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All such arrangements will be agreed to in advance.”
- “Our annual fee is charged monthly, in advance, based upon the market value of the assets being managed by us on the last day of the previous quarter.”
- “Alternatively, you may elect to receive an invoice for payment.”
How Am Investment Strategies, LLC’s fees compare
- Its annual fee of $50-$30,000 spans the Tennessee median of $7,250. 80% of the 35 other Tennessee planners that publish an annual fee charge less.
- 3 of the 4 other planners in Chattanooga that publish an annual fee charge less.
About Am Investment Strategies, LLC
“Founded in October 2012, AM Investment Strategies, LLC (“AMIS”) (also referred to as the “firm”) provides investment management services and limited financial planning. You may elect to retain us to provide limited financial planning services in conjunction with investment management services.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 576
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
- Assets managed
- $738,424,273
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 165823
- Phone
- (423) 486-1888
Can advise clients in 8 states: Alabama, California, Florida, Georgia, North Carolina, Pennsylvania, Tennessee, Texas
Other planners in Chattanooga that publish fees
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Apogee Wealth Partners, LLCChattanooga$200-$400/hr, $500-$10,000
- Barnett & Co IncChattanooga$175/hr
- Bigham Wealth Advisory LLCChattanooga$80/hr, $500-$1,500
- Campbell Asset Management, LLCChattanooga$350/hr
- Evergreen Advisors, LLCChattanooga$100-$300/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.