Integrated Investment Strategies (IIS) offers investment management and financial advice to individuals, trusts, estates, charitable organizations, and small businesses. IIS provides advice through consultations and may include financial objectives, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, financial coaching, and estate planning. IIS has discretionary authority over client investment portfolios. IIS offers three service options: Integrated Package, Investment Package, and Financial Planning.
Fee Structure
Integrated Investment Strategies (IIS) offers two investment management packages:
Integrated Package: Fees are based on a percentage of your portfolio's value.
- $0 to $250,000: 2.50% per year
- $250,001 to $500,000: 2.00% per year
- $500,001 to $1,000,000: 1.50% per year
- $1,000,001 to $2,000,000: 1.00% per year
- $2,000,001 to $4,000,000: 0.50% per year
- Over $4,000,001: 0.25% per year
Investment Package:
- New Client Account Setup Fee: $750
- Under $500,000: 0.50% per year
- $500,000 to $1,000,000: 0.40% per year
- Over $1,000,000: 0.35% per year
Discounts and group rates may be available.