Integrated Retirement Investment Solutions (IRIS) offers advisory services to individuals, high net worth individuals, businesses, and retirement plans. IRIS often recommends independent investment managers to handle client portfolios, providing oversight and due diligence. IRIS also offers general consulting and professional succession planning services under the trade name T.I.P.S. 4 Reps. IRIS may receive referral fees from recommended independent managers and other professionals.
Fee Structure
IRIS provides customized investment advisory solutions, often recommending independent investment managers. Fees range from 0.00% to 1.50% annually, depending on the complexity of services, assets managed, and the overall relationship. The fees may be negotiable. When IRIS receives a referral fee from the independent manager, the client does not pay a fee directly to IRIS. The total blended fee, including the IRIS fee and the Independent Manager’s fee, will not exceed 2.00% annually.