IWR Advisors provides investment management services where they manage client funds based on individual needs, developing investment plans with asset allocation targets. They also offer project-based financial planning services, addressing specific client questions or issues in areas like business planning, cash flow management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning. IWR Advisors tailors its services to meet individual client needs and allows clients to specify reasonable restrictions on investments.
Assets Under Management$23M
Clients29
Advisors2
Avg. per Client$790K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees may be negotiable for accounts over $10,000,000. The advisory fee is a straight tier.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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