Incline Investment Management (IIM) is an investment advisor that manages client assets on a discretionary basis. IIM serves as the investment advisor to The Tahoe Fund, L.P. and provides investment management services to individual clients through separately managed accounts. IIM tailors its advisory services to the specific needs of its clients and monitors accounts on an ongoing basis.
Assets Under Management$32M
Clients1
Advisors2
Avg. per Client$32M
Avg. per Advisor$16M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
IIM charges an annual management fee of up to 2% of your portfolio. The fee is negotiable and depends on factors like the amount of assets managed and the level of service provided. Fees are billed in arrears on a daily, monthly, or quarterly basis, depending on your preference.
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