iAdvise Partners offers investment advisory services through discretionary and non-discretionary accounts, tailored to each client's investment objectives. They provide customized portfolios, family office services including financial and retirement planning, and sub-advisory services to other financial institutions. iAdvise focuses on asset preservation and capital appreciation through customized asset allocations in various financial instruments.
Assets Under Management$190M
Clients15
Advisors2
Avg. per Client$13M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$5M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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