Investment Analytics, LLC (IAL) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. IAL creates an Investment Policy Statement for each client. IAL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements, although IAL primarily recommends equities.
Assets Under Management$18M
Clients17
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$9.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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