Investor's Advantage is a fee-only registered investment advisor providing investment management services on a discretionary basis. They work with clients to define investment objectives and manage portfolios individually, primarily using low-cost, diversified index funds and actively managed bond funds. They do not sell commissioned products and focus on advice and active management in fixed income selections.
Assets Under Management$99M
Clients87
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3M+ | 0.50% |
The fee for fixed income accounts is 0.50% of any size account. Some fixed income accounts may have a small equity position of up to 20% or more. Fees may be negotiable in some instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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