Insurance & Wealth Advisors, LLC is a registered investment advisor that provides portfolio management services tailored to your investment needs and financial goals. They consult with you to determine your financial goals, time horizon, and risk tolerance, then design a customized investment portfolio and strategy. They monitor your account and implement changes as needed, considering economic conditions and your individual circumstances.
Assets Under Management$2M
Clients10
Advisors1
Avg. per Client$200K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable and determined on an individual client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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