Firm
AMI Investment Management
Kendallville, Indiana
Fee-only
AMI Investment Management at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 6 employees and 293 individual clients, 59 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 764 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Kendallville, Indiana |
|---|---|
| Website | amiinvestment.com |
| Phone | (260) 347-1281 |
AMI Investment Management fees
AMI Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $964 million |
| Individual clients | 234 |
| High-net-worth clients | 59 |
| Accounts managed | 764 |
| Employees | 6 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-49335) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 106321 |