Inflection Advisors provides financial planning and investment management services. Financial planning covers areas like cash flow, debt management, college savings, employee benefits, insurance, retirement, and tax planning. Investment management involves creating tailored portfolios using modern portfolio theory with low-cost ETFs and mutual funds. Inflection Advisors may also recommend third-party investment managers.
Assets Under Management$62M
Clients131
Advisors3
Avg. per Client$470K
Avg. per Advisor$21M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $8.0M | 0.45% |
| $8M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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