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The fee is billed in arrears and is negotiable.","source":"ADV PART 2A &2B, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Investors Portfolio Services use?","answer":"Investors Portfolio Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $189M and Altruist Financial LLC (Culver City, CA), with $12.3M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Investors Portfolio Services have?","answer":"Investors Portfolio Services has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Investors Portfolio Services invest in?","answer":"At the end of its last fiscal year, Investors Portfolio Services’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 4% other, 3% cash and equivalents, 2% non-exchange-traded equities, 1% state and local bonds, 1% investment grade corporate bonds, 1% derivatives and 1% pooled vehicles (private funds and similar). 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}