Investment Advisors of Indianapolis (IAI) offers portfolio management and investment supervisory services to individuals, trusts, churches, and retirement plans. IAI tailors its services to individual client needs, considering tax implications and specific requirements. IAI invests long-term in stocks and bonds of high-quality companies, using fundamental analysis to evaluate securities. Fees are based on a percentage of assets under management.
Assets Under Management$110M
Clients65
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$53M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Institutional fixed income accounts are charged differently: 0.60% of the first $1,000,000 and 0.30% of the amount over $1,000,000, subject to a $6,000 minimum fee. Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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