Investment Initiatives offers investment advice to participants in 401(k) plans, wealthy individuals, corporations, credit unions, private foundations, and trusts. They create investment plans tailored to each client's goals, risk tolerance, and time horizon. They manage portfolios using various securities, including exchange-traded funds, equities, and bonds. Investment Initiatives acts as a fiduciary, putting client interests first.
Assets Under Management$27M
Clients25
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$27M
Fee Structure
Investment Initiatives manages investment portfolios for clients, charging an annual fee based on the amount invested. The fee decreases as the amount invested increases. Here's a breakdown of the fees:
- First $100,000: 2.50% per year
- Next $150,000 (up to $250,000 total): 2.00% per year
- Next $250,000 (up to $500,000 total): 1.25% per year
- Next $250,000 (up to $750,000 total): 0.75% per year
- Next $250,000 (up to $1,000,000 total): 0.60% per year
- Next $500,000 (up to $1,500,000 total): 0.50% per year
- Next $500,000 (up to $2,000,000 total): 0.50% per year
- Over $2,000,001: 0.45% per year
These fees are negotiable.
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