Investors Advisory Services (IAS) manages investment portfolios for clients, making investment decisions on their behalf. IAS creates investment strategies based on each client's individual needs and goals, documented in an Investment Management Worksheet. Clients can place restrictions on their accounts, but IAS may refuse or close accounts with overly restrictive limitations. IAS is a fee-based firm and does not sell commissioned products. IAS invests in equities, bonds, money market instruments, options, and ETFs.
Assets Under Management$2.9M
Clients11
Advisors1
Avg. per Client$270K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be waived or discounted for specific charities, family members, or clients with large accounts or special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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