Integrated Planning & Wealth Management is a registered investment advisor founded in 2011 and based in Carmel, Indiana. The firm offers comprehensive wealth management services, including portfolio management, financial planning, business consulting, and retirement plan consulting. Integrated Planning & Wealth Management primarily works with individuals, high-net-worth clients, business owners, and retirement plans, with a particular specialization in serving optometric practice owners. The firm uses a risk-based investment strategy utilizing mutual funds, exchange-traded funds, individual stocks, municipal bonds, and real estate investment trusts, often coordinating with third-party managers like Dimensional Fund Advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees are negotiable. Held-away assets are charged a flat 0.75% per year.