Investors Choice offers financial planning and investment management services to individuals. Investments are tailored to each client's needs, goals, and risk tolerance. The firm manages investments on a discretionary basis, meaning they can make trades without asking you first. The firm uses various methods of analysis to select investments, including charting, fundamental analysis, technical analysis, and cyclical analysis.
Assets Under Management$1.5M
Clients17
Advisors1
Avg. per Client$88K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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