IAS Wealth Management offers financial planning and investment advice to individuals, families, trusts, and businesses. IAS works with clients to understand their financial goals and objectives, and then manages investment portfolios on a discretionary basis. IAS also provides customized services such as tax optimization, collaboration with other professionals, and portfolio personalization.
Assets Under Management$500M
Clients226
Advisors5
Avg. per Client$2.2M
Avg. per Advisor$99M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable based on the complexity of client circumstances and account composition.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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