Assets Under Management
$13.5M
Number of Clients
200
Number of Advisors
4
Average Client AUM
$68K
AUM per Advisor
$3.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Increase Consultants LLC offers investment advisory services including financial planning, portfolio management, selection of other advisers, and 401(k) plan option review. They analyze portfolios, design optimal strategies, and monitor investments, tailoring advice to client objectives and risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees may be negotiable for accounts with unusual investment management requirements, services offered, and size. If you maintain less than $100,000 of assets under IC’s management, you will pay a higher percentage quarterly fee than the 1.5% (not to exceed 2.5 %)
7335 Highway 6,, Suite 250, Missouri City, TX, 77459