Investors Asset Management (IAM) manages investment accounts for clients based on their individual needs and goals. IAM creates a specific investment strategy for each client and develops an individualized portfolio. IAM also offers financial planning in areas such as estate and retirement planning, educational funding, and tax and risk strategies. IAM may also provide financial and consulting services for assets managed by Investors Asset Management, such accounts include “Investors Choice” services available to 401(k), 403(b) and 457(b) Plans.
Assets Under Management$400M
Clients511
Advisors7
Avg. per Client$790K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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