Ingalls Investment Management provides discretionary and non-discretionary portfolio management, asset allocation, and third-party manager selection for individuals, trusts, estates, charitable organizations, and institutional clients. The registered investment advisor manages equity, fixed income, and balanced portfolios, adapting its investment style to suit individual client needs and risk tolerances. In addition to direct account management, Ingalls participates in third-party wrap fee programs, provides portfolio consulting for unit investment trusts, offers donor-advised charitable funds, and manages private investment partnerships. The firm operates with a focus on fundamental, technical, and cyclical research, offering strategies ranging from long-term equity investing to options and short-term trading.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50% for equity or equity/fixed-income portfolios. Fixed-income only portfolios have a maximum fee of 1.00%. Financial planning services max out at 1.00%. Individual representatives may offer tiered schedules with lower rates for larger accounts, and fees are negotiable.