Iris Advisors offers investment supervisory services, gathering client information to understand their financial status, goals, and risk tolerance. They periodically review client circumstances to adjust investment objectives. Recommendations include various securities, and riskier investments are only implemented when suitable. Clients receive monthly statements and trade confirmations.
Assets Under Management$24M
Clients26
Advisors1
Avg. per Client$920K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Limited negotiability of advisory fees. Iris Advisors reserves the right to charge less than the agreed fees and/or may delay the charging of fees into a later date in the future.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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