Investment Economics

CRD#111836
Investment Advisor Firm

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Overview

Investment Economics operates as a financial advisor company based in Minneapolis, Minnesota. The company has $6.7 million in assets over 48 client accounts. The company has a small team of one employee who is a financial advisor. Investment Economics is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, options and equities.

Investment Economics oversees some of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction choices without needing the client's consent. The firm also has 28 non-discretionary accounts with a total of $4.0 million in AUM. The firm's average account size is $139,583. The typical advisor at Investment Economics administers about 48 client accounts, making it about average in terms of personalization.

The firm's main office is located at 5115 Excelsior Blvd, Minneapolis, Minnesota 55416. The company is legally permitted to provide services to clients in the state of Minnesota.

Assets Under Management

$6.7 million

Number of Advisors

1

Fee Structure

Asset-based, Fixed

Disclosures

No

Office Location

5115 Excelsior Blvd
Minneapolis, MN 55416

Investment Economics by the Numbers

Total Assets Under Management

$6.7 million

National Average: $3.3 billion
Total Number of Employees

1

National Average: 4,943
Total Number of Accounts

48

National Average: 2,522
Average Account Size

$139.6 thousand

National Average: $1.3 million

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Fee Structure

Fees for financial advisory services largely are based on the type of services offered. Fee types billed by Investment Economics may include some blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company. Investment Economics can withdraw its expenses directly from client funds.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    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.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    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.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    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 3% of firms that offer this fee type

    Commissions

    Show Explanation

    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 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    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 1% 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.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

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

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Types of Clients

The firm provides services to retail investors. Out of its 48 clients, Investment Economics's largest client group is retail investors. None of the company's clients are non-U.S. persons.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 100%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Investment Economics does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA