Investry manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning on topics like retirement, college savings, and estate planning. Additionally, Investry provides ongoing comprehensive financial planning for a fixed monthly fee, where a planner develops, implements, and monitors the client's plan.
Assets Under Management$8.9M
Clients21
Advisors1
Avg. per Client$420K
Avg. per Advisor$8.9M
www.nextdoor.com/pages/investry-llc-scarsdale-ny ·www.investry.com ·www.feeonlynetwork.com/financial-advisor/prem-hira
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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