Izett & Associates is a registered investment advisor that provides investment management services. They work with clients to understand their financial situation, investment objectives, and risk tolerance to develop a customized portfolio. Portfolios may include exchange-traded equity securities, dividend or interest-paying stocks, REITs, BDCs, and other interest-bearing instruments. Clients grant Izett & Associates the authority to make investment decisions without prior approval of each specific transaction.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.95% |
| $1M+ | 0.80% |
Advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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