Indie Financial Planning (IFP) provides tailored investment management and financial planning services. IFP works with clients to understand their goals, risk tolerance, and financial situation to develop a personalized investment plan. Financial planning services include cash flow management, retirement planning, and estate planning. IFP also offers hourly financial planning and financial planning partnerships.
Assets Under Management$7M
Clients24
Advisors1
Avg. per Client$290K
Avg. per Advisor$7M
Fee Structure
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+ | 0.50% |
Clients with at least $125,000 in assets under management receive comprehensive financial planning at no additional cost. The annual asset-based fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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