ITaxAndInvestments, Inc. is a registered investment advisor based in Chicago, Illinois, offering discretionary portfolio management, broad-based financial planning, and tax preparation services. ITaxAndInvestments builds tailored asset allocation strategies using fundamental and technical analysis, and may utilize third-party model portfolios or sub-advisors. The firm's financial planning services cover cash flow analysis, tax planning, retirement planning, portfolio analysis, insurance analysis, education savings, and estate analysis. ITaxAndInvestments operates under a legally required obligation to act in the best interest of its clients when providing retirement advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is up to 1.50% of assets under management. Fees are negotiable based on the complexity of client goals and objectives.