InvestorBloc offers personalized wealth management and strategic finance solutions. Their services include investment management, financial planning, estate planning support, fractional CFO and business consulting, and private investment advisory for qualified clients. InvestorBloc focuses on diversification and strategic asset allocation, not frequent trading or market timing. They also conduct due diligence on independent managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
InvestorBloc offers several investment management options:
- Passive Bloc ETF Robo — 0.50% of your portfolio per year, plus a $300 onboarding fee. Minimum investment is $1,000. This is a globally diversified ETF portfolio managed by algorithms.
- Active Bloc - Stock/ETF Hybrid — 0.80% of your portfolio per year, plus a $300 onboarding fee. Minimum investment is $10,000. This includes a portfolio review and balance sheet session per year with an advisor.
- Comprehensive Portfolio Management — Up to 2.00% of your portfolio per year. This includes custom models, separately managed accounts, direct indexing, tax and estate integration, and exclusive research.
Fees are billed monthly based on the value of your account at the end of the previous month.
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