Independent Investors INC
Assets Under Management
$541.2M
Number of Clients
101
Number of Advisors
2
Avg. Portfolio per Client
$5.4M
Avg. Managed per Advisor
$270.6M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Independent Investors, Inc. offers portfolio management services to individuals, high-net-worth individuals, trusts, charitable foundations, and corporations. They tailor their services to each client's needs, risk tolerance, and investment objectives. The firm primarily manages investments with the authority to make trades without asking first, but also offers services where they make recommendations and wait for client approval.
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
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Areas of Practice
Investment ManagementHigh Net Worth
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Location
181 Smithtown Blvd, Nesconset, NY, 11767