IIYGroup LLC provides ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. They create an Investment Policy Statement for each client, outlining their financial situation and risk tolerance. IIYG generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities. Clients can impose restrictions on investments, but IIYG may terminate the relationship if the restrictions hinder their ability to properly service the account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable. Qualified clients may pay an annual fee of 1.00% of assets under management along with a 10.00% performance fee based on capital appreciation.