Investment Strategies, LLC provides asset management services and refers clients to third-party investment managers. They offer advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Investment Strategies, LLC uses Betterment for Advisors platform for digital services. The firm is fee-based and does not sell commissioned products, but the owner is affiliated with an entity that sells financial insurance products.
Fee Structure
Investment Strategies, LLC charges a fee based on the value of your portfolio, not to exceed 2% annually. This fee may be negotiable, and households may combine accounts for a reduced rate. Fees are billed quarterly. When using Betterment, the fee is 0.93% annually, which includes Betterment's platform fee of 0.16% and Investment Strategies, LLC's fee of 0.75%.