Inflection Advisors manages customized investment portfolios and provides comprehensive financial planning services. The firm uses Modern Portfolio Theory, focusing on index-based exchange-traded funds and mutual funds to build diversified, tax-efficient, and low-cost portfolios tailored to each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, Inflection Advisors offers financial planning covering retirement, cash flow and debt management, college savings, employee benefits, tax strategies, business planning, and risk management. The firm also assists with third-party manager recommendations and insurance solutions through affiliated brokers. Inflection Advisors serves individuals, high-net-worth individuals, corporations, and business owners.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $8.0M | 0.45% |
| $8M+ | 0.35% |
Fees are pro-rated and paid quarterly in arrears. Accounts are subject to an additional reporting and administrative fee of $80 per year ($20 per quarter) per account, which may be waived.