American Investment Planners LLC

American Investment Planners LLC, established in October 2010 by Mr. Lee Rosenberg, offers financial, tax, retirement, and estate planning services. Clients can opt for financial planning services at $325 per hour, with an initial deposit requirement not exceeding $500. The firm also provides advisory services through TIMS I and TIMS II platforms, managing client accounts with discretionary and non-discretionary authority. For TIMS Accounts, clients are charged an annual advisory fee of 1% of assets under management. The firm's investment strategies include long-term purchases, short sales, and mutual fund investments. American Investment does not engage in performance-based fees or side-by-side management. Clients primarily include high net worth individuals, pension plans, trusts, and corporations, with no minimum account size requirement. The firm's investment analysis involves charting, fundamental and technical analysis, and asset allocation modeling. American Investment does not vote on client proxies and does not maintain custody of client funds. The firm has a Code of Ethics and discloses all conflicts of interest to clients. Clients are informed about the firm's brokerage practices, including the use of Cadaret, Grant & Co., Inc. for brokerage transactions.