Independence Asset Advisors (IAA) offers investment advisory and portfolio management services to institutional clients and individuals with at least $5 million in investments. IAA manages investments on a discretionary basis, selecting fund managers and separate account managers. IAA also offers financial planning services, including tax document aggregation, coordination with other experts, sustainability analysis, and power of attorney services for capital call management. IAA does not act as an attorney or accountant.
Assets Under Management$1.7B
Clients36
Advisors3
Avg. per Client$48M
Avg. per Advisor$580M
Fee Structure
Planning is charged separately
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $300.0M | 0.25% |
| $300.0M - $500.0M | 0.20% |
| $500.0M - $600.0M | 0.15% |
| $600.0M - $700.0M | 0.10% |
| $700.0M - $800.0M | 0.07% |
| $800M+ | 0.05% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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