IRC Wealth provides financial planning and investment advisory services. IRC Wealth works with clients to develop a financial outline based on their financial circumstances, goals, and risk tolerance. IRC Wealth then creates an investment plan outlining the types of investments IRC Wealth will make on behalf of the client to meet those goals. IRC Wealth specializes in meeting the personalized asset management needs of its clients.
Assets Under Management$670M
Clients373
Advisors8
Avg. per Client$1.8M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.90% |
| $20M+ | 0.80% |
Fees may be negotiable in some instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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