Investment Management 911 provides investment management services, including developing a unique investment policy for each investor based on their needs and risk tolerance. They manage portfolios in line with individual objectives and risk tolerances, offering counsel when establishing the investment policy and as needed. They also provide periodic rebalancing and initiate new positions to adjust client portfolios. Clients establish accounts and grant Investment Management 911 the authority to manage and trade within them.
Fee Structure
Investment Management 911 charges a percentage of your portfolio value on a yearly basis, billed monthly in advance. The fee schedule is as follows:
- $50,000 - $99,000: 1.5%
- $100,000 - $249,000: 1.25%
- $250,000 - $499,000: 1.15%
- $500,000 and up: 1.00%
While it's not their usual practice, adjustments to these fees may be made based on factors like account size or composition.