Ingham Retirement Group
Assets Under Management
$2.3B
Number of Clients
1,049
Number of Advisors
10
Avg. Portfolio per Client
$2.2M
Avg. Managed per Advisor
$231.5M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Ingham Retirement Group offers investment management and financial planning services. Investment management includes continuous advice on investing client funds based on individual needs, and model portfolio management. Financial planning covers retirement, education, cash flow, estate, budget, tax, and insurance needs. Ingham also offers pension consulting services.
Fee Structure
Ingham Retirement Group charges an annual fee based on a percentage of the assets they manage for you. The fee generally ranges from 0.05% to 1.00% of your portfolio. The exact percentage depends on the size of your account and other factors. A minimum of $100,000 is generally required to use this service, but this may be negotiable.
Areas of Practice
Location
9350 South Dixie Highway, Suite 1560, Miami, FL, 33156