Index Portfolio Tools Advisors, LLC (IPT Advisors) is a fee-based advisory firm providing investment management services and asset allocation strategies. IPT Advisors offers investment management services to individuals, trusts, estates, and small businesses. IPT Advisors also provides non-fiduciary advice and consultations to retirement plans and general educational advice to retirement plan participants. IPT Advisors does not prepare financial plans or planning reports.
Assets Under Management$8.8M
Clients12
Advisors1
Avg. per Client$740K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Similar advisory services are generally available for lower fees from other sources. Fees are negotiable. Current client engagements may have higher or lower fees than the abovementioned fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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