Invested Interests provides investment advice, financial planning, and manages investment portfolios for clients. These services are combined under one fee structure. Invested Interests specializes in socially responsible investments, matching client preferences with available securities. Recommendations are tailored to each client's financial condition and goals.
Assets Under Management$7.6M
Clients49
Advisors1
Avg. per Client$160K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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