Investment Consultants LLC

Overview

Investment Consultants LLC is an independent registered investment adviser that provides fee-based financial planning and portfolio management services to both high-net-worth individuals/families and institutional clients. The firm, organized as a limited liability company and SEC-registered in 2021, operates under an owner-type classified as individual and charges a mix of percentage-of-AUM and fixed fees. Its advisory scope covers financial planning and portfolio management for individuals and small businesses as well as for businesses or institutions. The firm's filings indicate a non-discretionary advisory posture: they give ongoing advice and recommendations rather than exercising routine trading authority over client accounts. They are not positioned as a capital allocator and do not report active ESG investing or pension consulting services. Given the client types and service set, the firm appears structured to advise concentrated, sophisticated households and institutions through advice-driven, third-party investment vehicles rather than through in-house alternative manager platforms.

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Location & Offices