IDG Advisors offers investment supervision services, which involve ongoing portfolio management based on your individual goals and risk tolerance. IDG Advisors evaluates and recommends securities, monitors performance, and provides additional services like evaluating real estate investments. IDG Advisors manages assets on a non-discretionary basis, meaning they seek your approval before making trades. IDG Advisors also refers clients to third-party money managers and provides tax preparation services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may differ based on client type, asset class, pre-existing relationship, portfolio complexity and account size or other special circumstances or requirements. Some existing clients will pay higher or lower fees than new clients. Related accounts are aggregated for fee calculation purposes. An additional per quarter administrative fee of $40 is charged.