Agreement & Fees
Our Investment Advisory Agreement is designed with our clients in mind focusing on the value of our services without any strings attached. IWM does not require set up fees or pre-payments and the client can terminate the agreement at any time without penalty.
IWM is a fee based financial planning firm meaning, our investment advisory fees are a percentage of the assets we manage. As your assets grow, our compensation also grows which is why this structure is mutually beneficial to IWM and our clients.
- Typically range between 0.80 to 1.10% of the assets we manage.
- Are negotiable depending on the size and complexity of the clients’ accounts.
- Are deducted quarterly from the accounts, with client approval.
- Covers all services ranging from investment management to comprehensive financial planning with IWM. We encourage our clients to take full advantage of all services we offer.
IWM provides financial planning services on an hourly basis if that is the only service desired. Rates will depend on scope of services and will be determined on a case by case basis. More information on our fees is available in Form ADV, Part 2A & Part 2B.