Inman Financial Services offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and monitor portfolios regularly. IFS also provides financial planning services, including investment, insurance, tax, retirement, college, and estate planning. They help clients with debt and credit planning as well.
Assets Under Management$200M
Clients237
Advisors3
Avg. per Client$830K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $2.5M | 0.50% |
| $2.5M - $3.0M | 0.40% |
| $3M+ | 0.30% |
Multiple client accounts are aggregated for fee calculation. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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