Investology Inc. offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement outlining the client's situation. Investology requests authority to make trades without asking for permission each time. They generally limit their investment advice to mutual funds, fixed income, real estate funds, equities, ETFs, and commodities.
Assets Under Management$200M
Clients425
Advisors3
Avg. per Client$470K
Avg. per Advisor$67M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.45% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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