Ideas in Finance offers investment advice to individuals, high net worth individuals, trusts, estates, and charitable organizations. Ideas in Finance creates customized investment solutions through personal contact, offering both discretionary and non-discretionary investment management and consulting. Ideas in Finance works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. The firm primarily uses an option-selling strategy but may also use mutual funds, exchange-traded funds, and individual stocks and bonds.
Fee Structure
Ideas in Finance charges an annual fee based on the value of your investments. The fee ranges from 0.25% to 2.00% per year, depending on the size and complexity of your account and the services provided. Fees are calculated at the end of each month based on the market value of your account at the end of the prior quarter. Fees may be negotiable.