Innis Investments
Assets Under Management
$173.3M
Number of Clients
237
Number of Advisors
N/A
Avg. Portfolio per Client
$731K
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
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.
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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Areas of Practice
Investment Management
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Location
OH, United States
0 Advisors at this firm
No advisors found for this firm.