Irving Advisory Group offers services including directing clients to third-party investment advisors. Financial planning is included at no additional fee. Irving Advisory Group generally limits its investment advice to mutual funds, bonds, fixed income, ETFs, and insurance products including annuities, but may use other securities to diversify a portfolio.
Assets Under Management$14M
Clients46
Advisors1
Avg. per Client$310K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.70% |
Fees are negotiable. These fees are separate from the expense ratio (0.32% - 0.49% annually) associated with the BAM Retirement Solutions/Loring Ward or Matson Money mutual funds.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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