I
Informed Investors Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$69,221,652
Total clients
12
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$5,768,471
About
Informed Investors Group provides discretionary investment management and advisory services to a small roster of primarily high‑net‑worth individuals and related family accounts, managing roughly $69 million across about a dozen client relationships. The firm operates in a family‑office style and generally requires significant investable assets to establish a relationship.
The firm emphasizes high‑quality growth equities held for longer periods to limit turnover and manage after‑tax outcomes, with supplemental use of mutual funds, bonds or bond funds to generate income or reduce volatility. It also offers customized socially responsible investment screens and access to alternative, community‑focused vehicles such as targeted certificates of deposit and community development loan funds.
Distinctive elements include a co‑advisory arrangement with Loring, Wolcott & Coolidge Fiduciary Advisors, which has primary responsibility for selecting growth stock investments and shares fee responsibilities with the firm. Combined with its very small client base, family‑office orientation, retained proxy‑voting responsibilities, and use of community development instruments, this profile is uncommon among similarly sized independent advisers.
Client services
Portfolio management
Expertise
ESG / Sustainable investing
Active portfolio management
Tax-loss harvesting
Fee options
5% flat fee on all interest and dividends collected
$0 - $3,000,000: 0.9% $3,000,001 - $6,000,000: 0.6% $6,000,001+: 0.3%
Account minimum: $1,000,000
Main office location
Informed Investors Group
Seattle WA, United States
Number of offices
1
Most active in
Informed Investors Group has reported serving >5 clients in these states in the last 12 months.
Washington
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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