Interactive Wealth Advisors is a fee-only firm providing financial planning, wealth management, and general consulting services. Interactive helps clients with retirement, estate, investment, tax, and education planning. Interactive does not sell insurance or prepare tax returns. Wealth management includes ongoing coordination of financial planning and investment management. Interactive develops a customized portfolio and written Investment Policy Statement. General consulting services are targeted at specific financial and investment matters.
Assets Under Management$91M
Clients63
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.45% |
Related client accounts are combined for fee breakpoint purposes. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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