Island Asset Management offers both discretionary and non-discretionary asset management services. They work with clients to determine their investment goals, time horizons, and risk tolerance. Investment strategies, investment selection, and asset allocation are based on these factors. Clients can impose restrictions on investments.
Assets Under Management$80M
Clients70
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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