Dane Rutstein is a registered investment advisor at I2i Analytics, LLC, based in Evanston, IL, with 14 years of industry experience. Dane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 30 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are for diversified portfolios. Fees are negotiable. For highly concentrated positions, the maximum annual fee is 1.00% for amounts under $1 million and 0.75% for amounts $1 million and above.
Fee Estimator
Location
Evanston, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
I2i Analytics, LLC
Previous Registrations
I2i Analytics, LLC
Morgan Stanley
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.