Investments Plus LLC (IPL) provides ongoing portfolio management services tailored to individual client goals and risk tolerance. IPL creates an Investment Policy Statement for each client. IPL also offers consulting services to pension and employee benefit plans. IPL primarily recommends asset allocation, mutual funds, and quarterly performance monitoring.
Assets Under Management$21M
Clients43
Advisors1
Avg. per Client$490K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1000K | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.45% |
| $5.0M - $6.0M | 0.40% |
| $6.0M - $7.0M | 0.35% |
| $7.0M - $8.0M | 0.30% |
| $8M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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