Ipswich Investment Management (IIM) is a registered investment advisor that provides investment advice to help clients achieve their financial goals. IIM is independent and client-centric, placing clients’ interests first. IIM offers investment advice and manages portfolios for individuals, families, trusts, endowments, corporations, pension plans, and profit-sharing plans.
Assets Under Management$700M
Clients258
Advisors6
Avg. per Client$2.7M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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