IRUS Advisory Corporation refers clients to outside money managers for investment management services. IRUS assists clients in selecting an appropriate allocation model, completing the money manager's investor profile questionnaire, interacting with the money manager, and reviewing the money manager. IRUS Advisory also provides financial planning services covering taxes, asset disposition, risk management, cash flow, estate planning, employee benefits, and retirement planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
IRUS Advisory does not directly manage investments. Instead, IRUS refers clients to outside money managers and receives a portion of the management fee. The total maximum annual advisory fee ranges from 1.60% to 3.00%, depending on the money manager used.
Loading...