Investments By Design, Inc. offers portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to aid in selecting a suitable portfolio. IBD also provides financial planning services covering investment, retirement, insurance, estate, tax, and education planning. IBD primarily uses mutual funds, equities, bonds, ETFs, and annuities.
Assets Under Management$46M
Clients77
Advisors1
Avg. per Client$600K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Clients can also pay a predetermined fixed fee for investment supervisory services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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