Independent Investors, Inc. offers portfolio management services, primarily on a discretionary basis, to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations. The firm aims to tailor its advisory services to each client's individual needs, risk tolerance, and investment objectives. They strive to provide customized portfolios and work with clients regarding their preferences of asset type, sector distribution, and even specific company restrictions.
Assets Under Management$540M
Clients101
Advisors2
Avg. per Client$5.4M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees and minimum account size may be negotiated at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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