Immotus Financial LLC (IFL) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. IFL creates an Investment Policy Statement for each client, outlining their current situation and constructing a plan to aid in the selection of a suitable portfolio. IFL generally limits its investment advice to ETFs and US Treasuries but may use other securities to diversify a portfolio when applicable.
Fee Structure
Immotus Financial charges a fixed fee for portfolio management services: $135 per quarter or $495 per year. Clients are also responsible for third-party fees such as custodian and brokerage fees. Clients will also be responsible for the fees associated with investment models used through Altruist, which are 12 basis points per year, charged 0.01% per month.