Investment Partners Asset Management provides investment advice to individuals, businesses, trusts, estates, charities, and retirement plans. The firm offers investment advisory services on a discretionary or non-discretionary basis. They may also provide limited consultation services on non-investment matters. The firm may recommend unaffiliated independent investment managers or sub-advisors. Clients can make unsolicited trades in their accounts, but the firm is not liable for the performance of those assets.
Assets Under Management$330M
Clients257
Advisors8
Avg. per Client$1.3M
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Fixed income accounts are charged 1.00% on any amount.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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