Inner Circle Platinum Advisors LLC is a small firm specializing in financial planning and investment advice. Financial planning includes tax, insurance, retirement, and estate planning. The firm helps clients develop and implement investment strategies, but clients manage their own accounts based on the firm's advice. The firm tailors its services to individual client needs through consultations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
For ongoing advice, Inner Circle Platinum Advisors offers a monthly subscription or an annual contract for a fixed fee. The fee ranges from $4,800 to $24,000 per year, paid monthly or quarterly.
For specific advice, Inner Circle Platinum Advisors charges an hourly fee of $500, paid after the consultation.
Annual Retainer:$4,800 - $24,000/year
Hourly Rate:$500/hr
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