Irving Planning & Investments manages investment portfolios using an asset allocation strategy, primarily using mutual funds and exchange-traded funds (ETFs). The firm offers model portfolios and can create custom portfolios. They also provide financial planning advice on topics like insurance, college funding, retirement, taxes, and estate planning. Irving Planning & Investments uses Schwab Advisor Services as a custodian.
Assets Under Management$72M
Clients126
Advisors2
Avg. per Client$570K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $400K | 1.15% |
| $400K - $1.0M | 0.85% |
| $1M+ | 0.75% |
All fees are negotiable at Irving Planning & Investments' sole discretion. 401(k) Accounts managed through Pontera are charged a flat 1% fee annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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