Integrated Planning & Wealth Management provides ongoing investment management based on your financial situation and goals. They invest in mutual funds, ETFs, stocks, and other securities. They also offer financial planning services covering retirement, education savings, and other areas. You decide whether to implement their recommendations. They also offer pension consulting services.
Assets Under Management$80M
Clients133
Advisors3
Avg. per Client$600K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
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% |
For assets held away at another custodian, the fee is 0.75% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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