Inked Investments offers investment advisory services using quantitative, fundamental, technical, and economic analysis. They assess client holdings and align them with financial goals, performing ongoing reviews of investment performance. The firm also provides financial planning and consulting services, including retirement, estate, income tax, investments, and education planning. These plans are available on an ongoing basis to investment advisory clients or separately at an hourly rate.
Assets Under Management$900K
Clients7
Advisors1
Avg. per Client$130K
Avg. per Advisor$900K
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees may be negotiable on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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