Confidentiality...
We believe confidentiality is important to any client relationship. A client’s willingness and ability to share information is an important factor in our ability to address their true needs and concerns.
Personalized Solutions...
Each client is unique so we continually evaluate what they value most, allowing us to provide them a personalized client experience.We ask how, when, and where clients would like to communicate with us.
Initial, no obligation meetings, are designed to understand an individual's personal and financial goals. This provides an opportunity to discuss steps necessary to get on the path to success. We want to learn more about you, your family and what is important to you before moving forward.
Individualized Portfolios...
Portfolios are individually built and managed by our team utilizing securities we research. Investment strategies are implemented that add value to the client portfolio and relationship. We can explain what we own, why we own it, and how our client benefits.
If your primary money management objective is safety and minimal risk of principal, we can help you make this investment choice with confidence. On the other hand, if capital growth is your primary objective and you are comfortable with a higher risk factor, we can manage your portfolio accordingly.
Security...
IAS does not take custody of any assets we manage. Most clients elect to have their assets held at The Institutional Brokerage Group of Fidelity Investments, or a custodian of their choice.
Fee Based...
IAS is client-focused. We believe our independence, objectivity and fee structure prioritize a concern for the performance and growth of your portfolio. Our fees are inclusive of all services we provide and are based on assets under management. Generally, we require $1,000,000 minimum however, because we value the relationship with our clients first and foremost, we retain the ability to accept clients below the minimum. Our fee schedule is as follows:
| Assets under Management | Annual Fee |
|---|
| First 1 Million | 1.00% |
| Next 1 Million | 0.90% |
| Next 3 Million | 0.60% |
| Next 3 Million | 0.50% |
| Over 8 Million | 0.40% |
Our fee schedule is designed to deliver exceptional value to our clients via. . .
Investment Strategy - Risk Alignment To Your Goals, Selection Of Suitable Investments At Minimal Cost, Rebalancing To Your Strategy, Trade Management, Tax-Efficient Withdrawal Strategies, Behavioral Coaching, Ongoing Monitoring Of Your Holdings & Portfolio Management
Financial Planning - Strategies For Wealth Accumulation, Retirement Income & Distribution Plan, Educational Planning, Healthcare Funding, Social Security Planning, Family Estate Planning, Referral And Consultation With Your Attorney
Tax Planning - Tax Analysis, Tax Forecasting, Tax Efficient Saving Strategies, Asset Location For Tax Minimization, Tax Bracket Management, Tax-Loss Harvesting, Charitable Giving Strategies, Referral Or Consultation With Your CPA
Relationship Management - Personalized Service & Communication, Team Approach In Providing Solutions, Industry Leading Technology And Reporting, Interact With Your Custodian On Your Behalf
