Assets Under Management
$7.4B
Number of Clients
6,093
Number of Advisors
50
Average Client AUM
$1.2M
AUM per Advisor
$147.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
iis offers investment advice to retirement plans, HSA/VEBA consulting, sub-advisory services, and individual wealth management. Services include setting investment objectives, creating financial plans, determining asset allocation, and monitoring investments. Investment advice is provided on a non-discretionary basis for individuals.
100 North Broadway, Albert Lea, MN, 56007