Imhaus Investment Advisors (IIA) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. IIA creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in selecting a suitable portfolio. IIA does not limit its investment advice to specific types of investments.
Assets Under Management$24M
Clients37
Advisors1
Avg. per Client$650K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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