The Investment Connection manages investment portfolios and provides financial planning on topics like retirement, college savings, and estate planning. Financial planning is based on a client's current and future financial state. The firm also offers retirement plan consulting services to businesses. The Investment Connection may use outside managers, annuities, and private investment vehicles.
Assets Under Management$97M
Clients124
Advisors2
Avg. per Client$780K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Advisory fees are negotiable. Portfolios below the firm’s $500,000 minimum may be charged a higher rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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