IHP Wealth Management offers investment advisory services tailored to each client's needs. They work with individuals, businesses, trusts, estates, foundations, pension plans, and more. Before providing advice, they gather information about your investment goals and risk tolerance. They offer advice on stocks, bonds, cash, and alternative investments. IHP Wealth Management may also recommend other investment advisors or third-party asset management programs.
Assets Under Management$2.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are billed quarterly in advance or arrears as agreed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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