Illumint Financial Advisors provides financial planning and investment management services, tailored to Millennials and Gen Z. They offer help with financial decisions related to housing, child expenses, education funding, joint bank accounts, inheritances, and student loan repayment. Illumint operates under a fiduciary standard, welcoming all income levels and investment account sizes, and does not earn commission-based compensation.
Assets Under ManagementN/A
Clients14
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Annual Fee:$5,100
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is 0.1875% quarterly, which equals 0.75% annually. Minimum quarterly fee of $1,275.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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