Ignite Planners offers asset management, financial planning, and consulting services to individuals and other clients. Asset management involves creating and managing portfolios with various securities. Financial planning covers investment, retirement, estate, tax, and education planning. Ignite Planners also uses Pontera to manage held-away assets like 401(k)s. They may refer clients to third-party money managers and advise on private fund investments.
Fee Structure
Ignite Planners charges a maximum of 2.00% annually for asset management services. The specific fee will be outlined in the advisory agreement. Fees are negotiable and are typically deducted from client accounts quarterly in advance or arrears. Ignite Planners also recommends private fund investments, which have separate management fees and performance-based allocations.