Your IA is a fee-only advisory firm that provides investment advice and financial planning to individuals, families, trusts, and institutions. Your IA offers both discretionary and non-discretionary investment advisory services. For discretionary services, Your IA has the authority to buy and sell securities. For non-discretionary services, clients must approve recommendations before implementation. Financial planning services can be provided on their own or with investment advisory services and may include investment consulting, asset allocation, business planning, retirement planning, insurance needs analysis, charitable giving, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.80% |
Your IA reserves the right to amend the total advisory fee charged on a case-by-case basis. The IAR may choose not to assess an advisory fee upon our discretion.