Investmentpost Advisory, founded in 2004, offers investment management services for stocks, bonds, options, mutual funds, and variable insurance products. The firm tailors its services to individual client needs, allowing clients to impose restrictions on certain securities. Investmentpost Advisory does not offer bundled fees.
Assets Under Management$2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 1% to 1.5% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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