Investment Advisor Associates, Inc. offers investment management services to individuals. The firm creates investment policy statements based on client goals and objectives. Clients can place restrictions on investments. Investment Advisor Associates does not sell securities on commission and is not affiliated with entities that do.
Assets Under Management$50M
Clients81
Advisors2
Avg. per Client$620K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Investment management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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