Investors Brokerage of Texas (IBOT) offers investment advice and manages portfolios for individuals, trusts, estates, and businesses. IBOT primarily uses mutual funds, stocks, and bonds. Recommendations are based on your goals and risk tolerance. IBOT does not manage assets on a discretionary basis.
Assets Under Management$99M
Clients14
Advisors3
Avg. per Client$7M
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.40% |
| $15M+ | 0.40% |
Fees are negotiable for amounts above $15 million. For employer-sponsored retirement plans, fees are negotiated and generally range from 0.25% to 1.00% of total plan assets. A fixed quarterly consulting fee may be charged instead of a fee based on assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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