Informed Investors Group (IIG) offers investment management services to individuals, primarily those with high net worth. Steven Koenig, as owner, shares investment management responsibilities with Loring, Wolcott & Coolidge Fiduciary Advisors (LWCFA). LWCFA focuses on selecting high-quality growth stocks, while IIG tailors portfolios to individual client situations, considering various investment types, including mutual funds and bonds. IIG also offers customized services for socially responsible investors. All accounts are managed with discretion, though clients can participate in the investment process.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.90% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.30% |
In addition to the above, IIG charges 5% of all interest and dividends collected from your investments. Fees may be modified based on special circumstances.