Indigo Asset Management provides investment portfolio management services. Indigo designs, implements, and manages diversified portfolios for clients. This includes understanding client objectives, designing an asset allocation plan, hiring expert money managers, monitoring performance, and reporting. Indigo may also provide other investment advice, such as assisting clients with employer benefit plans or variable annuities. All advisory services are tailored to the individual needs of clients.
Assets Under Management$11M
Clients11
Advisors1
Avg. per Client$1M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
The advisor fee is comprised of a fixed fee of $1,000 annually plus 0.75% on the dollar value of assets under management. Under certain circumstances, advisor fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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