i2i Analytics provides investment advice and portfolio management to affluent and high net worth individuals and families. i2i works with clients to define their investment goals, risk tolerance, and financial situation to create a suitable portfolio. i2i's investment approach combines long-term strategies with tactical adjustments to capture market opportunities while managing risk. They also offer tailored option strategies to manage risk or generate income.
Assets Under Management$90M
Clients30
Advisors2
Avg. per Client$3M
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are for diversified portfolios. Fees are negotiable. For highly concentrated positions, the maximum annual fee is 1.00% for amounts under $1 million and 0.75% for amounts $1 million and above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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