Israel Investment Advisors (IIA) is a registered investment advisor that manages investment accounts for clients, both with and without discretionary authority. IIA typically creates a financial plan to determine a client's investment goals, risk tolerance, and financial needs. IIA's investment recommendations include a variety of securities. IIA also publishes newsletters with general market information. IIA is the general partner of the Israel Investment Fund, L.P.
Assets Under Management$46M
Clients3
Advisors23
Avg. per Client$15M
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
The standard investment management fee rate for fixed income assets under management is 0.30% per year and does not vary with account size. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
23 Advisors at this firm
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