Investment Professionals, LLC (operating as Investment Professionals or 401k Investment Professionals) offers ongoing portfolio management services tailored to individual client goals and risk tolerance. They create investment plans and may request authority to make trades without asking you first. They also offer financial planning services covering investments, insurance, taxes, retirement, education, and debt.
Assets Under Management$310M
Clients137
Advisors4
Avg. per Client$2.3M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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