Iambic Financial is a fee-only firm offering financial planning and investment management. Iambic practices passive investment management, advising clients to buy and hold a diversified mix of investments for the long term. Iambic develops a target asset allocation and presents a personal investment policy for approval, which is documented in an investment policy statement. Financial planning is also offered on an hourly basis.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 0.95% |
| $1.3M+ | 0.60% |
Minimum annual fee of $10,000. Fees may be waived or reduced at Iambic's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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