Income & Asset Advisory (IAA) offers investment advice and manages portfolios for individuals, trusts, estates, and retirement plans. IAA tailors its investment advice to each client's needs, considering their risk tolerance, liquidity needs, and investment goals. IAA manages accounts on a discretionary basis. IAA also offers pension consulting services, including investment policy statement preparation, selection of investment vehicles, monitoring of investment performance, and employee communications.
Assets Under Management$140M
Clients298
Advisors4
Avg. per Client$460K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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