Investors Portfolio Services LLC
Assets Under Management
$201.5M
Number of Clients
247
Number of Advisors
2
Average Client AUM
$816K
AUM per Advisor
$100.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Investors Portfolio Services LLC provides investment supervisory services on a discretionary and non-discretionary basis, including the construction and management of stock, bond, and mutual fund portfolios. They also offer ERISA plan services as a 3(21) or 3(38) advisor and financial planning services. Fees are negotiable and based on assets under management and the scope of services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable and based upon the level and scope of all the overall investment advisory services to be rendered.
Fee Estimator
For asset management, fees are based on a percentage of your managed assets (see table). Financial planning fees range from $1,500 to $5,000 on a fixed fee basis or $200 to $500 per hour, depending on the complexity and scope of the services. ERISA plan service fees will not exceed 0.50% for plans up to $5,000,000. For plans over $5,000,000, flat fees are negotiable.
Areas of Practice
Location
2832 South Meridian, Suite 201, Puyallup, WA, 98373