Ignite Planners is a registered investment advisor that offers asset management, financial planning, and consulting services for individuals, high-net-worth clients, and business owners. Ignite Planners builds personalized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and options, and also manages held-away accounts like 401(k) plans through third-party platforms. In addition to traditional portfolio management, Ignite Planners offers standalone financial planning covering retirement, estate, tax, and insurance strategies. The firm also serves as an adviser to private investment funds for qualified investors. Ignite Planners operates as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%. Fees are negotiable and billed quarterly.