I
Investments By Design, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,885,801
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
75
12% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
75
Average account size
$505,144
Client services
Financial planning
Portfolio management
Fee options
Fixed fees for specific financial planning services (e.g., $255 for Investment Planning, Retirement Planning, Estate Planning; $170 for Insurance, Tax, Education Planning)
1.25% annually
Hourly fees at $85 per hour; financial planning services approximately $170-$255 per service
Fee-only: Hourly fees ranging from $85 per hour; specific financial planning services priced between $170 and $255
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Investments By Design, Inc
612 Spring Street
Galena IL 61036, United States
Number of offices
1
Forms ADV
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