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Updated September 28, 2026. Quick answer: $200,000 for AMTI’s general investment advisory portfolio program. Amerant Investments’ own Form ADV Part 2A brochure states this figure directly, though the firm reserves some discretion to adjust it. At that minimum, Amerant Investments’ own published fee schedule works out to $3,500 a year.
The minimum, in the firm’s own words
“In general, AMTI requires a minimum initial balance of $200,000 for clients to implement an advisory portfolio.”
On waivability: “In some limited cases, AMTI may agree to waive or set lower minimums at their discretion.”
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| AMTI’s general investment advisory portfolio program | $200,000 | $3,500 | Partially, at the firm’s discretion |
| Source: Form ADV Part 2A, April 22, 2026 | |||
Amerant Investments’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $4,375 |
| $500,000 | $8,750 |
| $1,000,000 | $17,500 |
| $2,000,000 | $35,000 |
What else to know
Minimums, initial account and maintenance requirements are different for participants in AMTI’s separate wrap-fee programs (the Fixed Income Portfolios and Portfolio Advisory Services), which are described in a separate wrap brochure; AMTI also notes that when a third-party manager or sub-advisor is used, a lower initial minimum dollar value for establishing an account may be permitted.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Amerant Investments’ own Form ADV Part 2A (April 22, 2026) works out to $8,750 a year under its published fee schedule.
Other firms’ minimum investments
Read this one, this one too, and one more.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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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 Investment Adviser Public Disclosure, Amerant Investments, Inc. (CRD #117284): https://adviserinfo.sec.gov/firm/summary/117284
- Amerant Investments, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/117284/PDF/117284.pdf
Methodology. This page was built September 28, 2026, quoting directly from Amerant Investments’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session 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 the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.