Integrated Benefits offers customized investment advice to high-net-worth individuals, families, trusts, estates, and businesses. IBI provides investment management, financial planning, and consulting services tailored to each client's needs. Investment portfolios are constructed using mutual funds, exchange traded funds, individual stocks, and fixed income securities. IBI also provides retirement plan consulting services to employer plan sponsors.
Fee Structure
Integrated Benefits manages investments for clients, charging a percentage of the assets managed.
Discretionary clients pay a maximum of 1.00% annually, and non-discretionary clients pay a maximum of 1.25% annually. Fees are billed quarterly in advance based on the market value of the account on the last day of the previous quarter. Fees may be negotiable.