Our Annual Advisory Fee
Our fees are significantly less than the nationwide average
Fees Reduced for portfolios over $500,000
Average Annual Advisory Fees for Fee-Only Advisors
When comparing fees for financial advising, investment advice, and retirement planning, it is important to compare apples to apples. Let’s start by looking at fee-only advisors because, for you, this is the most transparent. Simply stated, fee-only advisors do not accept any fees or compensation based on product sales. The benefits to you, the client, are fewer inherent conflicts of interest, objective advice, and often the advisor’s fiduciary responsibility to act in your best interest.
According to the 2016 InvestmentNews Financial Study of Advisory Firms, a survey of 400+ Registered Investment Advisors (RIAs), here are what firms are charging based upon various asset levels.
What do you get as an iInvest® client?
- No trade fees, no transfer fees, and no hidden fees — no matter what.
- No minimum investment.
- Low-cost, globally diversified investment portfolios, designed to optimize performance at all risk levels.
- All shifts made via the iInvest® TacticalSHIFT® strategy have no transaction fees.
- Sync external accounts to get a clear view of your money.
- Unlimited and automated Smart Rebalancing with no transaction fees.
- Advanced tax-saving strategies – automated Tax Loss Harvesting+, Tax-Coordinated Portfolio™, asset allocation, and Smart Rebalancing.
- Unlimited access to the iInvest® support team.
- Access to sophisticated financial planning tools, utilizing Betterment and MoneyGuidePro® technology.
- Access to the iInvest® Alert & Newsletter Service.
- Download the iInvest® App.
Become an iInvest® client today
At iInvest® Solutions, we offer our clients a myriad of financial services and support ranging from retirement planning to investment advice to retirement planning. If you are interested in having a multitude of financial services available to both you and your employees, we urge you to contact us today and become a iInvest® client today.