Increase Consultants provides investment management, family office services, financial planning, and retirement plan consulting. The firm builds customized portfolios using fundamental analysis, a long-term perspective, and global diversification. Increase Consultants helps clients design optimal asset allocations, select managers, and monitor performance while working to reduce unnecessary investment and reporting costs. In addition to investment management, Increase Consultants offers standalone financial planning services for fixed fees or hourly rates, covering areas such as estate planning, tax planning, and insurance analysis. The firm works with individuals, trusts, charities, and corporate entities, and assists employees with retirement plan education and rollovers.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
| $10M+ | 0.50% |
Fees are negotiable for accounts with unusual investment management requirements, services offered, and size.