In Touch Financial Services provides investment advice and financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. They focus on retirement, estate, insurance, and education planning. They manage assets based on your financial goals and objectives, using various management styles and research methods. They also offer ongoing financial consulting.
Assets Under Management$88M
Clients299
Advisors1
Avg. per Client$290K
Avg. per Advisor$88M
www.intouchfinancialservices.com ·www.linkedin.com/company/in-touch-financial-ser... ·www.facebook.com/intouchfs
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.99% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Accounts under $16,666.67 shall pay 2.99%. Advisory fees and account minimums may be negotiated. A flat fee may be negotiated as long as it does not exceed the maximum fees set forth above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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