Investors Portfolio Services provides personalized investment management and financial planning services for individuals, families, trusts, and retirement plan sponsors. Investors Portfolio Services constructs and monitors portfolios of stocks, bonds, and mutual funds tailored to each client's specific goals, risk tolerance, and growth or income needs. Clients can choose between discretionary management—where the firm makes trades on their behalf—and non-discretionary management. In addition to portfolio management, Investors Portfolio Services offers comprehensive financial planning, retirement planning, tax preparation services, and consultations on estate planning, college savings, and insurance needs. The firm also assists employers with qualified retirement plans such as 401(k) plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable based on the scope of services and complexity of the engagement.