Iliad Wealth Solutions provides investment advice, including financial planning, investment management, and retirement income solutions. IWS helps individuals create strategies to reach their investment and retirement goals, using a blend of buy-and-hold and active investment approaches. Financial planning services include analyzing a client's financial situation and providing recommendations for investments, tax planning, and retirement planning. IWS may refer clients to an outsourced estate planning service.
Assets Under Management$39M
Clients125
Advisors3
Avg. per Client$310K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable at Iliad Wealth Solutions' sole discretion. Clients will not be charged a total management fee over 2%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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