Investment Advisory Group offers investment management and financial planning services to individuals, high net worth individuals, trusts, estates, and charitable organizations. They create customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using diversified mutual funds and exchange-traded funds. Financial planning is offered as a standalone service or as part of investment management.
Assets Under Management$1.2B
Clients1,542
Advisors5
Avg. per Client$790K
Avg. per Advisor$240M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
For amounts over $1 million, the fee ranges from 1% to 0.75% per year, depending on the complexity and services provided. Individual Fixed Income Portfolios: 0.50% per year. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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