iEngage Asset Management (IEAM) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. IEAM creates an Investment Policy Statement for each client. IEAM also offers Participant Account Management (Discretionary) through a third-party platform. IEAM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$1.7M
Clients4
Advisors1
Avg. per Client$430K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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