The Investment Lab, LLC

Fee-Only (% of Portfolio)

The Investment Lab, LLC (TIL) offers investment management services to select affiliate accounts based on proprietary model portfolios. These models are created using Relative Strength technical analysis. TIL also licenses these model portfolios to NewSquare Capital, LLC (NSC). TIL's owners have outside financial services activities, including software development and data analytics, and roles at NSC.

Assets Under Management$70K
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$35K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm