Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Integrated Financial Planning Services offers portfolio management services based on individual client goals and risk tolerance. They create Investment Policy Statements and offer financial planning services including investment, insurance, tax, retirement, college, and debt/credit planning. They primarily use mutual funds, equities, bonds, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5,000,000 are negotiable.
Karlstr. 20, Heidelberg, 69117