Investors’ Choice Advisory Services offers financial planning and asset allocation services. Financial planning involves comprehensive financial modeling to maximize assets, reduce taxes, and preserve estates. The asset allocation program reviews existing portfolios, establishes objectives, develops investment strategies, identifies investments, implements them, and monitors performance. The firm primarily invests in mutual funds, but may research specific equity products at a client's request. Clients can choose from model portfolios or have a customized portfolio.
Assets Under Management$4M
Clients34
Advisors1
Avg. per Client$120K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are incremental for each portfolio value interval. Brokerage costs are additional.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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