INOVE Asset Management offers investment advice, financial planning, financial education, and consulting to individuals, trusts, family offices, estates, charities, retirement plans, institutions, and small businesses. INOVE uses model investment portfolios (iMIPS) with varying risk levels, from conservative to aggressive, investing in mutual funds and exchange-traded funds. INOVE representatives discuss client needs and recommend suitable asset allocation models based on investment objectives and risk tolerance. Accounts are monitored and rebalanced as needed.
Assets Under Management$2.1M
Clients5
Advisors1
Avg. per Client$420K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for amounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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