Illumint Financial Advisors provides comprehensive financial planning and investment management services tailored specifically to Millennials and Gen Z. Illumint helps clients navigate major financial decisions such as student loan repayment, buying a home, planning for children, handling inheritances, and saving for retirement. The firm operates on a strict legal obligation to act in your best interest and does not earn commissions from selling financial products. Illumint welcomes all income levels and investment account sizes, offering both ongoing annual planning and project-based sessions. For investment management, Illumint builds passive portfolios using index funds and exchange-traded funds, utilizing Altruist as the custodian and third-party platform.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Subject to a minimum quarterly fee of $1,275 ($5,100 annually).