IKT Holdings Inc. provides financial planning and investment portfolio management services. IKTH works with clients to understand their financial situation and create investment portfolios to help them reach their financial goals. Portfolios are monitored and rebalanced as needed. IKTH may refer clients to third-party money managers.
Assets Under Management$360K
Clients6
Advisors1
Avg. per Client$61K
Avg. per Advisor$360K
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees may be negotiable depending on the client's situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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