Figure 8 Investment Strategies

Figure 8 Investment Strategies at a glance

• One of 70 fee-only firms based in Idaho in the Wellspent graph.
• 4 advisors are listed here; 3 of 4 hold the CFA.
• Its Form ADV reports 7 employees and 163 individual clients, 71 of them high net worth.
• Its average account is about $597,000 (assets it manages divided by its 391 accounts).

Fee-only advisors in Idaho · What fee-only advisors charge in Idaho

Facts

Figure 8 Investment Strategies fees

Figure 8 Investment Strategies doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (4)

• Lisa Cooper

  CFP · CFA

• Marisa Shalz

• Matthew Hollands

  CFA

• Travis Stright

  CFA