Independent Progressive Advisors, LLC
Assets Under Management
$115.2M
Number of Clients
123
Number of Advisors
N/A
Average Client AUM
$937K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Independent Progressive Advisors, LLC (IPA) provides personalized financial planning and investment management services. IPA offers advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. IPA is a fee-only firm and does not sell commissioned products.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Existing clients may have a different fee structure. IPA may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
IPA's fees are based on a percentage of assets under management, hourly charges, or fixed fees. The annual advisory service fee is based on the following schedule: 1.00% on the first $1,000,000; 0.75% on $1,000,001 to $2,000,000; and 0.50% on the assets above $2,000,000. The minimum annual fee is $2,500. Financial planning fees range from $4,000 to $6,000, and hourly rates are $250 per hour. Retainer agreements range from $2,500 to $6,000 annually.
Areas of Practice
Location
1675 SW Marlow Ave, Suite 305, Portland, OR, 97225