Investment Performance Services LLC

CRD#105527
Investment Advisor Firm

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Overview

Investment Performance Services LLC operates as a financial advisory company located in Savannah, Georgia. Investment Performance Services LLC handles $495.0 million in assets throughout four client accounts, making it one of the larger financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 16 financial advisors. Investment Performance Services LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as bonds, equities and options.

Investment Performance Services LLC oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell choices without needing client authorization. The advisory firm's typical account size is $123.8 million. The typical financial advisor at Investment Performance Services LLC manages fewer than one client account, placing it among the most personalized firms in the country.

Investment Performance Services LLC's main office is located at 570 East York Street, Savannah, Georgia 31401. The company is legally permitted to serve clients in the state of Pennsylvania.

Assets Under Management

$495.0 million

Number of Advisors

16

Disclosures

No

Office Location

570 East York Street
Savannah, GA 31401

Investment Performance Services LLC by the Numbers

Total Assets Under Management

$495.0 million

National Average: $8.6 billion
Total Number of Employees

38

National Average: 64
Total Number of Accounts

4

National Average: 375,227
Average Account Size

$123.8 million

National Average: $23.0 thousand
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Products and Services

Investment Performance Services LLC offers a number of financial services, which can consist of portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Investment Performance Services LLC is not engaged in selling products or offering services apart from investment advisory services to its investment advisory clients.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 6% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees for financial advice largely are based on which services the firm provides the client. However, fees billed by Investment Performance Services LLC likely include the following fee types: fixed or other. The company does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.

Available

  • Offered by 32% of firms

    Fixed

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    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 10% of firms

    Other

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    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 69% of firms that offer this fee type

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Find one of the 21% of firms that offer this fee type

    Hourly

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    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

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    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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Disclosures

Investment Performance Services LLC does not have any disclosures.

Please visit its Form ADV for more details.

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