Investors Portfolio Services manages stock, bond, and mutual fund portfolios based on client goals. They meet with clients to determine the appropriate investment strategy. They also offer financial planning services, including retirement, estate, and college planning. They may also prepare federal and state income taxes for clients.
Assets Under Management$220M
Clients270
Advisors3
Avg. per Client$800K
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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