Independent Investment Advisors is an independent registered investment advisor founded in 2015 and based in Hillsboro, Oregon. The firm focuses on investment management and comprehensive financial planning for individuals, families, estates, trusts, and non-investment businesses. Independent Investment Advisors offers multiple portfolio programs tailored to different risk tolerances and investment horizons, including allocated portfolios using funds, bonds, and exchange-traded funds; tactical portfolios utilizing active trading, stocks, options, and margin; and structured outcome portfolios designed to manage risk within defined parameters. The firm operates independently without proprietary products or broker-dealer affiliations, partnering with major custodians like Charles Schwab and Interactive Brokers to hold and safeguard client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Tactical Portfolio Program charges up to 2.50% annually. Fees are negotiable and tailored to each client.