iSectors, LLC licenses a proprietary suite of asset allocation models primarily to registered investment advisors and investment platforms. These platforms and advisors make the models available to individual and institutional investors. iSectors, LLC does not provide direct financial planning, portfolio management, or client-facing advisory services to individual retail investors. Instead, the firm focuses strictly on constructing, maintaining, and managing its investment models, which are built using exchange-traded funds, mutual funds, and other publicly traded securities. The firm also makes its models available to retirement plans such as 401(k) plans through specified retirement platforms, acting as a model manager.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
iSectors, LLC charges licensing fees ranging from 0.15% to 0.50% to platform sponsors and advisors, not direct clients. Fees may be negotiable.