Assets Under Management
$45.9M
Number of Clients
3
Number of Advisors
22
Average Client AUM
$15.3M
AUM per Advisor
$2.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Israel Investment Advisors, LLC is an SEC-registered investment advisor offering investment portfolio management services. They manage accounts based on client-specified guidelines and objectives, often starting with a financial plan. They may recommend investments in publicly traded Israeli securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $75.0M | 0.35% |
| $75M+ | 0.30% |
1290 Broadway, Suite 1100, Denver, CO, 80203