InvestLinc Wealth Services (IWS) offers wealth management services, including investment advice, investment plan development, manager research, investment implementation, and portfolio monitoring. IWS also provides financial planning services such as family wealth mentoring, tax management, retirement planning, philanthropic planning, college education planning, estate tax reduction, and insurance evaluation. All advice is tailored to individual needs, and IWS works with clients to develop a customized investment policy statement.
Assets Under Management$95M
Clients158
Advisors2
Avg. per Client$600K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. IWS also charges 1.00% annually, billed quarterly, for due diligence, reporting, and pricing of private investment assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...