Investor Advisory Group (IAG) offers portfolio management and limited financial planning services. IAG works with clients to develop a financial outline and investment plan based on their goals and risk tolerance. IAG manages investment portfolios on a non-discretionary basis, meaning clients must approve each trade. IAG also provides general consulting services on a project basis.
Assets Under Management$170M
Clients184
Advisors4
Avg. per Client$940K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
IAG may negotiate special fee arrangements where IAG deems it appropriate under the circumstances. In certain circumstances IAG may also negotiate a flat fee at our discretion for portfolio management services with certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...