iAdvise Partners provides customized investment management, asset allocation, and family office services to individuals, corporations, trusts, and charitable organizations. iAdvise Partners designs and implements both discretionary and non-discretionary investment strategies, focusing on asset preservation and capital appreciation across various asset classes including equities, fixed income, options, and alternative investments. The firm emphasizes tailored portfolio strategies and works closely with clients to align investments with their specific risk profiles and financial goals.
Assets Under Management$220M
Clients20
Advisors2
Avg. per Client$11M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
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. Firm may also enter into fixed or flat fee arrangements for family office services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...