Ingram Advisory Services, LLC

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Assets Under Management

$101.7M

Number of Clients

583

Number of Advisors

Average Client AUM

$174K

AUM per Advisor

$50.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Ingram Advisory Services, LLC offers financial planning, portfolio management, and pension consulting services. Services are tailored to individual client needs, including investment objectives and risk tolerance. The firm provides both discretionary and non-discretionary portfolio management.

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	2.00%
$500K - $1000K	1.75%
$1M+	1.50%

Fees are negotiable. Older client relationships may be subject to a different fee schedule.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Location

799 Overlook Drive, Winter Haven, FL, 33884