I4 Advisors offers portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments, typically using mutual funds, stocks, bonds, ETFs, and REITs. I4 Advisors also provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They tailor their services to each client's needs and restrictions.
Assets Under Management$10M
Clients5
Advisors1
Avg. per Client$2M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
I4 Advisors offers investment management services with fees based on the level of portfolio management activity:
- Silver Level: 1.00% annually
- Gold Level: 1.50% annually
- Platinum Level: 2.00% annually
These fees are negotiable and paid quarterly in arrears.
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