Adtigo Investment Advisors, LLC (AIAL) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. AIAL creates an Investment Policy Statement for each client, outlining their current situation. AIAL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, hedge funds, private equity funds, ETFs and treasury inflation protected/inflation linked bonds. AIAL does not participate in wrap fee programs.
Assets Under Management$20M
Clients14
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Firm also offers a performance-based fee structure for qualified clients: 10% of capital appreciation above a 10% hurdle rate annually. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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