Independent Investment Advisors provides investment management and financial planning services. They work with clients' other advisors to create tailored investment plans. They offer allocated, tactical, and structured outcome portfolio programs. They monitor accounts and conduct formal portfolio reviews at least annually.
Assets Under Management$69M
Clients23
Advisors1
Avg. per Client$3M
Avg. per Advisor$69M
Fee Structure
Independent Investment Advisors manages investments through different portfolio programs. Fees are negotiable and based on the amount of assets managed. The fees are billed quarterly.
Allocated Portfolio Program:
- $50,000-$149,999: 1.5%
- $150,000 - $499,999: 1.25%
- $500,000 – $999,999: 1%
- $1,000,000 - $2,999,999: .75%
- $3,000,000 +: .5%
Tactical Portfolio Program:
- Up to 2.50% of assets under management
Additional expenses such as broker account fees, trading fees (commissions), margin fees, fund management costs, etc. are above and beyond.
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