Investream Advisory offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. The firm creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Investream generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, and ETFs. Clients may impose restrictions on investments, but Investream reserves the right to end the relationship if restrictions prevent proper service.
Assets Under Management$13K
Clients3
Advisors1
Avg. per Client$4.2K
Avg. per Advisor$13K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.65% |
| $3.0M - $7.0M | 1.50% |
| $7.0M - $10.0M | 1.35% |
| $10M+ | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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