IO Advisors is a sub-advisory firm that provides investment management services to individuals and small businesses indirectly through relationships with registered investment advisor firms. IO Advisors offers an indexed investment which consists of 100% equity positions. IO Advisors also constructs and maintains model investment portfolios that are made available to other registered investment advisors for use in managing their client accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Minimum investment account balance of $250,000. IO reserves the right to accept accounts with lesser assets at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...