Integrated Planning Strategies, LLC (IPS) offers investment management services to individuals and retirement plans. IPS tailors portfolios to each client's needs, involving them in security selection and allowing restrictions. IPS is a fee-only firm, meaning it only gets paid a fee for advice and service, not from selling financial products. IPS aims to understand clients personally to provide a productive investment experience.
Assets Under Management$10M
Clients12
Advisors1
Avg. per Client$850K
Avg. per Advisor$10M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.50% |
First $400 is added to the 0.75% fee for the first $500,000. Clients with less than $26,000 may pay a negotiated fixed dollar fee not exceeding 2.25% of assets per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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