Ithaka Financial Planning provides financial planning and investment advice as an integrated service. They develop financial plans and manage investment portfolios based on client goals. Financial planning includes reviewing net worth, objectives, risk tolerance, cash flow, and more. Investment advisory services include identifying objectives, developing an investment policy, implementing the portfolio, and ongoing monitoring. Ithaka primarily uses open-end index funds and exchange-traded funds (ETFs).
Assets Under Management$81M
Clients49
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Ithaka will never charge a fee greater than 3% of assets under management for Portfolio Management services. Investment advisory fees/portfolio management fees above 2% of assets under management exceeds the industry norm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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