The Investment and Philanthropy Corporation offers investment management services, including designing and implementing investment strategies and conducting regular portfolio reviews. The firm primarily uses exchange-traded funds and individual stocks, adjusting its strategy to fit each client's needs. The firm provides services to individuals, high-net-worth individuals, profit-sharing plans, charitable institutions, and endowments.
Assets Under Management$24M
Clients36
Advisors1
Avg. per Client$670K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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