InvestEd./IPM provides investment advisory services to individuals, professionals, and businesses, helping them achieve their financial goals. They offer customized investment programs and asset allocation strategies. Financial planning is included at no additional charge for accounts over $1M, and family office services are included for accounts over $5M. They also offer modular financial planning services for a fee. InvestEd./IPM also refers clients to Betterment Institutional for investment management services.
Fee Structure
InvestEd./IPM offers investment advisory services for an annual fee of 1.75% of your portfolio, charged quarterly. If your account is at least $1M, comprehensive financial planning is included at no extra cost. For accounts of at least $5M, family office services are also included. This fee is negotiable.
InvestEd./IPM also refers clients to Betterment Institutional for investment management. In this case, the standard advisory fee is 0.95% per year, also negotiable and paid quarterly.