One of the most common pain points for investors is uncertainty around fees. Hidden mark-ups, complex tiered schedules, and unclear service charges can erode returns and breed mistrust. At IGS Investment, we champion total fee transparency as a core tenet of our client relationships.
Our fee framework is built on three pillars:
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Flat Base Rate
Clients pay a single, clearly stated percentage of assets under management (AUM). No account-opening fees, no custodial charges buried in fine print. -
Performance-Linked Incentive
When we meaningfully outperform agreed benchmarks net of our base rate we share in the upside via a modest performance fee. If we underperform, no incentive fee applies. -
No Hidden Extras
Platform access, reporting, tax documentation all included at no additional cost.
Every prospective client receives a personalized fee disclosure statement that breaks down projected costs alongside hypothetical portfolio growth scenarios. We demonstrate exactly how different fee components interact with market returns over 1-, 5-, and 10-year horizons. This level of clarity empowers investors to make informed decisions and aligns our incentives: smoother performance and open dialogue.
By eliminating surprise fees, we strengthen trust and foster long-term partnerships. Our client-first ethos means you never have to wonder where your money is going because you already know.