Integrated Retirement Strategies LLC (IRS) provides financial planning and investment management services. IRS offers ongoing portfolio management based on individual client goals and risk tolerance. IRS also assists clients with organizing their finances, financial planning, and insurance reviews. Services are tailored to meet client needs and investment restrictions.
Assets Under Management$37M
Clients36
Advisors1
Avg. per Client$1M
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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