Investment Strategies, LLC offers investment management and financial planning services. Investment management includes creating a portfolio of exchange traded funds, individual stocks, or bonds. Financial planning covers investment, retirement, estate, charitable, education, and tax planning, as well as real estate and insurance analysis. Investment Strategies, LLC typically does not allow clients to impose restrictions on investing in certain securities.
Assets Under Management$77M
Clients22
Advisors2
Avg. per Client$3.5M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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