II Technology, LLC

Fee-Only (% of Portfolio)

II Technology provides investment management services using its proprietary quantitative research process, Inductive Inference Technology. They offer asset management services limited to investing client assets according to the systematic output of their Active Risk Management Overlay Regimen (ARMOR). II Technology also offers subscription-based data licenses, allowing licensees to incorporate ARMOR's output into their investment decisions. II Technology also acts as a sub-advisor to an ETF.

Assets Under Management$41M
Clients26
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$20M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.96%
$5.0M - $10.0M0.72%
$10M+0.48%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm