Inukshuk Investments offers portfolio management tailored to each client's goals and risk tolerance. They create an investment plan and manage the portfolio. Inukshuk also provides financial planning services, including retirement planning, divorce planning, college savings, and business valuations. These planning services are offered for fixed or hourly fees.
Assets Under Management$13M
Clients44
Advisors1
Avg. per Client$280K
Avg. per Advisor$13M
www.inukshukinvestments.com ·www.inukshukinvestmentadvisors.com ·www.inukshukinvestmentmanagement.com
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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