Investment Advisor Group offers personalized financial planning and investment management services to individuals, families, trusts, and closely held businesses. The firm builds portfolios using modern portfolio theory, focusing on asset allocation and diversification across stocks, bonds, exchange-traded funds, and mutual funds. Clients can receive standalone financial planning, ongoing investment management, or a combination of both. Investment Advisor Group tailors its advisory services to each client's specific goals, age, time horizon, and risk tolerance. The firm also offers specialized tactical allocation strategies through third-party platforms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The standard annual fee is 1.25% of assets under management, capped at 2% when utilizing third-party managers. Certain third-party strategies add an extra 0.50%. Fees are negotiable.