American Asset Management Inc.

American Asset Management, Inc. is a registered investment adviser based in Boca Raton, Florida, established in 2002 and registered with the SEC. The firm specializes in providing personalized financial advising and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. They offer fee-only financial planning services, do not receive commissions, and act as fiduciaries making final investment decisions. Clients maintain control of their assets, with the firm having limited power of attorney for trading. American Asset Management manages assets on a discretionary basis, with a minimum account size of $250,000. The firm charges an annual fee of 1% of assets managed, payable quarterly. Investment strategies focus on capital preservation with growth and income, utilizing methods such as back-testing, fundamental and technical analysis. The firm does not accept performance-based fees or engage in side-by-side management. Clients receive monthly statements from the custodian, TD Ameritrade, and may request performance reports. American Asset Management has a Business Continuity Plan and an Information Security Program in place to protect client data and ensure operational continuity. Clients' privacy and confidentiality are maintained through strict information security measures and limited sharing of personal information.