Integrated Financial Solutions provides investment management and financial planning services to individuals, businesses, trusts, estates, pension and profit-sharing plans, and charitable organizations. Investment management is offered through individual portfolio management and a wealth management platform. Financial planning covers various aspects of managing financial resources. The firm also offers retirement plan consulting services to employee benefit plans.
Assets Under Management$300M
Clients237
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$300M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.95% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.3M | 0.75% |
| $1.3M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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