Assets Under Management
$201.5M
Number of Clients
247
Number of Advisors
2
Average Client AUM
$816K
AUM per Advisor
$100.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Investors Portfolio Services LLC offers discretionary and non-discretionary asset management, ERISA plan services (3(21) and 3(38)), financial planning, tax preparation, and seminars. Investment strategies are tailored to client goals. They may use sub-advisors and participate in Altruist's Model Marketplace.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
2832 South Meridian, Suite 201, Puyallup, WA, 98373