Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Amerant Investments is registered with the SEC as an investment adviser (CRD #117284, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run up to $8,750 a year (the published maximum, which the firm says is negotiable) under its published fee schedule. Already a client and thinking about leaving? Budget $150 at Pershing. This review covers what its own fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Amerant Investments at a glance
| Fact | What Amerant Investments’ own pages say |
|---|---|
| Legal entity | Amerant Investments, Inc. |
| Registration | Amerant Investments, Inc. is registered with the SEC as an investment adviser (CRD #117284, SEC file 801-61889, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | Up to $8,750 a year (the published maximum, which the firm says is negotiable), per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Amerant Investments |
| Cost to leave (exit fee) | $150 at Pershing |
What Amerant Investments’ own fee schedule charges
CRD 117284 (SEC file 801-61889) is ACTIVE and SEC registered per a live IAPD lookup performed this session (isSECRegistered: Y, iaScope: ACTIVE). The firm’s current registered legal name is Amerant Investments, Inc, a dually registered broker-dealer and investment adviser wholly owned by Amerant Bank, N.A. and formerly known as Mercantil Investment Services / CommerceBank Investment Services. This session’s brochure, an April 22, 2026 Form ADV Part 2A re-fetched directly from IAPD, extracted cleanly as text using pymupdf and states the firm managed approximately $782 million in client assets, of which approximately $482 million on a discretionary basis, as of December 31, 2025; this figure comes directly from the firm’s own regulatory brochure text read this session, not a secondary aggregator, resolving the AUM ambiguity a prior research pass flagged when it could only extract text from an older copy of the firm’s wrap-fee brochure on its own website. The priced schedule is the firm’s standard, non-wrap advisory-fee ceiling for individual and high-net-worth clients.
“The specific manner in which fees are charged by AMTI is established in the client’s written agreement with AMTI and consists of an annual advisory fee of up to 1.75% computed on average daily balances and charged quarterly. Advisory fees are negotiable on the basis of total assets being invested under the program, and when third-parties are utilized do not to exceed a maximum annual fee of 3%.”
The brochure states a single advisory-fee ceiling of up to 1.75% of average daily balances; that rate is applied directly to each balance shown, running from $4,375 at $250,000 to $35,000 at $2,000,000. No minimum dollar fee is disclosed for this program, so none is applied as a floor, and these figures exclude the separate sub-advisor and proprietary-ETF fees that can apply on top of the base advisory fee for certain accounts.
| Account balance | Annual fee |
|---|---|
| $250,000 | $4,375 |
| $500,000 | $8,750 |
| $1,000,000 | $17,500 |
| $2,000,000 | $35,000 |
See the full breakdown, including how the figure is calculated, on Amerant Investments’ own fee page.
Registration
Amerant Investments, Inc. is registered with the SEC as an investment adviser (CRD #117284, SEC file 801-61889, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Amerant Investments.
What it costs to leave
Amerant Investments, Inc.’s Form ADV Part 2A states “A 1% account setup recovery fee will be charged on any amounts withdrawn during the first twelve (12) months a customer has been in the program.” Amerant Investments, Inc. names exactly one custodian in its brochure: Pershing LLC. Pershing LLC’s own published fee schedule states “Account Termination $150.00 per account.”
The full steps are on our how to leave Amerant Investments page; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (April 22, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042278
- SEC IAPD firm summary (CRD #117284, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/117284
Methodology. This page was built September 28, 2026, drawing directly on Amerant Investments’ own current fee brochure, cited in Sources below, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Amerant Investments; where the exit-fee facts above are cited, they were independently verified against the same primary source. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Amerant Investments’ own Form ADV Part 2A and Form CRS. We have not used Amerant Investments as a client. Amerant Investments did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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