IndFin LLC offers investment advice with both discretionary (making trades without asking you first) and non-discretionary (getting your approval before each trade) authority. Services include investment management, financial planning, and financial consulting. When providing retirement advice, IndFin LLC acts in your best interest. Portfolios are customized based on your goals and risk tolerance. You can suggest investments, but IndFin LLC may terminate the agreement if restrictions are not in your best interest.
Assets Under Management$130M
Clients55
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.65% |
| $500K - $1.0M | 0.40% |
| $1M+ | 0.20% |
Fees are negotiable and may be lower for larger accounts, accounts within the same household, or less active accounts. Employees and their families receive reduced fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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