Iluka Advisors focuses on investment advisory and management services using quantitative investment strategies. They tailor portfolios to each client's risk appetite, tax situation, and investment timeline, generally using diversified investments like mutual funds, ETFs, individual stocks, and fixed income. Iluka also specializes in risk-based tax loss harvesting to generate capital losses for clients.
Assets Under Management$21M
Clients7
Advisors1
Avg. per Client$3M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees for accounts under $500,000 are negotiable. The fees are calculated on a straight tier basis, not a blended tier schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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