Indy Advisors provides ongoing investment management based on each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Indy Advisors also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. They primarily advise on mutual funds, equities, bonds, ETFs, real estate, and government securities.
Assets Under Management$9M
Clients16
Advisors2
Avg. per Client$560K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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