Investment Answers Capital, LLC offers ongoing portfolio management services based on investment models tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Investment advice is generally limited to mutual funds, equities, fixed income securities, ETFs, private equity funds, and insurance products including annuities. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs.
Assets Under Management$43M
Clients257
Advisors1
Avg. per Client$170K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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