Independent Progressive Advisors, LLC

View SEC Summary

Assets Under Management

$115.2M

Number of Clients

123

Number of Advisors

N/A

Average Client AUM

$937K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Independent Progressive Advisors, LLC (IPA) offers personalized financial planning and investment management services. Advice covers financial objectives, cash flow, tax planning, insurance, education, retirement, and estate planning. IPA is a fee-only firm and does not sell commissioned products.

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $2.0M	0.75%
$2M+	0.50%

Existing clients may have a different fee structure.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,500

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningCharitable Giving

Location

1675 SW Marlow Ave, Suite 305, Portland, OR, 97225

0 Advisors at this firm

No advisors found for this firm.