Investment Advisors of America, LLC offers personalized investment advice and portfolio management services. They work with individuals, high net worth individuals, charitable organizations, and corporations. They tailor their advice to meet each client's needs, considering their investment objectives and risk tolerance. They also offer financial planning and consulting services, covering areas like retirement, estate planning, and cash flow analysis.
Assets Under Management$13M
Clients16
Advisors1
Avg. per Client$840K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...