Incomar Investments provides ongoing investment management services on a discretionary basis. They select and manage investments based on your goals. They also offer third-party asset management services through SEI Investments. Advisory services are tailored to your individual needs, and they may include determining investment objectives, identifying needs and goals, cash flow management, retirement needs, and estate planning.
Assets Under Management$95M
Clients65
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The standard rate is 1%, but it may be negotiable, and therefore higher or lower than 1%, depending upon the type of services desired by the client or the size of the client’s accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...