Iron Mountain Financial Planning (IMFP) provides financial planning and investment management services. IMFP develops personalized investment portfolios based on individual client needs. Financial planning services are offered on an ongoing or project basis, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. IMFP may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$30M
Clients65
Advisors1
Avg. per Client$470K
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.65% |
For Clients who also participate in Investment Management Services, Ongoing Financial Planning fees are waived when assets under management meet or exceed $500,000. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
