55ip offers sub-advisory and trade list delivery services to institutions, including other registered investment advisors. 55ip uses an online investment strategy engine where clients can access model portfolios and select tax management services. 55ip's services are offered through its proprietary technology, which incorporates a tax management technique referred to as "tax loss harvesting".
Assets Under Management$28B
Clients3,149
AdvisorsN/A
Avg. per Client$8.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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