Ingram Advisory Services offers personalized investment management and financial planning services tailored to individual client goals, risk tolerance, and financial situations. The firm constructs custom portfolios or utilizes predefined investment models, primarily focusing on mutual funds, exchange-traded funds, and individual equities and bonds. In addition to ongoing portfolio supervision, Ingram Advisory Services provides broad-based financial planning, single-subject consulting, and retirement plan consulting for businesses and employee benefit plans. Clients can choose between discretionary management—where the firm makes trades without prior approval—and non-discretionary arrangements. The firm emphasizes a fiduciary commitment to act in clients' best interests while managing investments and retirement accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable. Non-liquid alternative investments are excluded from portfolio value for billing purposes during the first 24 months.