The Investment Engineer, LLC (TIE) provides ongoing investment management services based on your individual financial situation, goals, and risk tolerance. TIE creates a plan to help select a pre-constructed model portfolio that matches your needs. TIE primarily invests in mutual funds, ETFs, stocks, bonds, and government securities. Clients can place restrictions on investments, but TIE may end the relationship if those restrictions hinder their ability to manage the account.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $500K | 0.55% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $8.0M | 0.35% |
| $8.0M - $16.0M | 0.30% |
| $16M+ | 0.25% |
Fees are negotiable. Accounts below $50,000 are charged a fixed annual fee of $300.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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