Investment & Tax Strategies (ITS) offers investment programs for individuals, retirement plans, estates, and trusts. ITS focuses on retirement planning, managing retirement investment portfolios, and provides tax and estate planning services. ITS uses a multi-strategy approach called QUAD-RIGA, which combines buy and hold, value, high income, and active trading strategies. For higher net worth clients, ITS may use an alternative strategy including managed futures, notes, and non-traditional asset classes. ITS also provides portfolio management services for other advisors' clients.
Fee Structure
Investment & Tax Strategies (ITS) offers two main investment programs, QUAD-RIGA and 4th Dimension Portfolios, each with different fee structures. Fees are calculated on an average daily balance and are negotiable.
QUAD-RIGA Managed Asset Program:
- Up to $99,999: 2% per year
- $100,000 - $249,999: 1.75% per year
- $249,999 - $500,000: 1.5% per year
- $500,000 - $1,000,000: 1.3% per year
- Over $1,000,000: 1.05% per year
4th Dimension Portfolio:
- Up to $99,999: 3.0% per year
- $100,000 - $499,999: 2.5% per year
- $500,000 - $999,999: 2.0% per year
- $1,000,000 - $4,999,999: 1.75% per year
- Over $5,000,000: 1.50% per year
ITS also acquired clientele from other advisors and agreed to continue their fee structure for 5 years. The actual fees are in the addendum of the advisory contract.