Investment Advisor Group, LLC offers investment advisory services including comprehensive portfolio management and standalone financial planning. The firm works with clients to understand their financial situation, goals, and risk tolerance. Investment options include stocks, bonds, ETFs, mutual funds, and other securities. Financial planning covers investment, retirement, estate, charitable, education, tax, debt, and insurance planning. The firm also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$60M
Clients265
Advisors1
Avg. per Client$230K
Avg. per Advisor$60M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.00% |
| $150K - $500K | 0.80% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $3.0M | 0.40% |
| $3M+ | 0.30% |
These fees apply to the Full Advisory Solution. The Entry Level Solution has a 0.5% annual fee, and the Digital Advisory Solution has a 0.9% annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...