Independent Investment Advisor, LLC (IIA) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. IIA creates an Investment Policy Statement for each client. IIA generally limits its investment advice to fixed income securities, real estate funds (including REITs), equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, venture capital funds and private placements. IIA seeks to allocate investment opportunities fairly among clients.
Assets Under Management$2.8M
Clients5
Advisors1
Avg. per Client$560K
Avg. per Advisor$2.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Qualified clients pay 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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