Investher Fiduciary Solutions, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
InvestHER Fiduciary Solutions provides financial planning and investment management services. They offer personalized financial planning covering retirement, tax, estate, and budgeting. Through a partnership, they also provide professional portfolio management, monitoring and rebalancing investments to align with client goals. They specialize in helping entrepreneurs retire and offer fiduciary advisor services for company-sponsored retirement plans.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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