ITI Financial Management offers portfolio management through a wrap program, creating investment strategies based on each client's goals, risk tolerance, and time horizon. Financial planning services cover investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. ITI generally advises on mutual funds, stocks, bonds, ETFs, real estate funds, and commodities.
Assets Under Management$96M
Clients109
Advisors1
Avg. per Client$880K
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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