Investire provides investment management services to individuals and high-net-worth individuals. They manage investments on a discretionary basis, meaning they can buy and sell securities without your prior approval, though you can place restrictions on your account. Investire gathers information about your financial situation, goals, and risk tolerance to manage your account in your best interest.
Fee Structure
Investire manages investment accounts for an annual fee based on a percentage of the value of your portfolio. The fee is calculated on the average daily balance and is billed at the end of each month. The exact fee is negotiable, up to a maximum of 2.0% annually. Investire may also charge a performance fee to certain qualified clients, up to a maximum of 20%. Flat fees may also be charged, billed monthly, quarterly, or annually.