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)
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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The fee decreases to 0.4% based on the amount of money under management.
OH, United States