Affiliated Investment Advisors, Inc. manages investment portfolios for retirement plans, profit sharing plans, individuals, IRAs and other trusts. The firm offers professional portfolio management with the goal of superior investment returns while safeguarding capital. Affiliated Investment Advisors is a traditional investment advisor and does not typically engage in leveraging or other speculative investment practices. All client funds are held in individual segregated accounts by third party custodians.
Assets Under Management$4.2M
Clients8
Advisors1
Avg. per Client$530K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Accounts may be grouped to achieve higher managed balances in order to apply the lower fee rate brackets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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