Innis Investments offers investment advice to clients based on their individual needs and investment goals. The firm invests client money in agreed-upon asset classes like fixed income and common stocks. Innis Investments analyzes the global economy, industries, companies, products, and investment markets using public and proprietary data. The firm does not issue publications or offer wrap-fee products. Clients can place restrictions on investments.
Assets Under Management$170M
Clients237
AdvisorsN/A
Avg. per Client$730K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The fee decreases to 0.4% based on the amount of money under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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