Incline Investment Advisors, LLC is an independent firm that manages investments for individuals and families. They use a blend of systematic and value-oriented strategies to build portfolios. Financial planning services, including retirement, education, and insurance planning, are included in their standard fee. They also offer proprietary investment strategies through their related company, Incline Investment Management, LLC.
Assets Under Management$95M
Clients97
Advisors4
Avg. per Client$980K
Avg. per Advisor$24M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fee schedule is for assets not included in a specific strategy. Strategy-specific fees vary. Incline Investment Advisors may also recommend, through its affiliated company, IIM, investment strategies or Funds that may utilize performance fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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