The Innes Associates, Ltd. (TIA) offers investment advisory services on a discretionary basis, tailoring strategies to meet client needs and objectives. TIA primarily uses mutual funds and ETFs, employing strategies like Defensive Balanced, Conservative Balanced, Balanced, and Aggressive Growth. TIA also provides trust design and accounting services for retirement plans. TIA does not participate in wrap fee programs.
Assets Under Management$12M
Clients45
Advisors1
Avg. per Client$270K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees above $2,000,001 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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