Iolite Asset Management offers investment advice and manages client funds based on individual needs. They develop a personal investment policy and create portfolios based on client goals, risk tolerance, and liquidity needs. Iolite manages accounts on a discretionary or non-discretionary basis and can recommend various securities. Investment Adviser Representatives are also licensed insurance agents.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable and range from 0.25% to 1.25%. Iolite also offers Managed Asset Portfolios (MAP) with different strategies, each with its own fee. Clients can also pick a combination of strategies for a flat 0.5% fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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