Inclinevest offers investment management and financial planning services. Investment management involves creating custom portfolios based on your goals and risk tolerance. Financial planning includes retirement, risk management, college savings, debt management, and estate planning. Planning can be project-based (one-time) or ongoing. Inclinevest also facilitates estate planning document services through third-party providers but does not provide legal advice.
Assets Under Management$28M
Clients41
Advisors1
Avg. per Client$690K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.50% |
The annual fees are negotiable. Inclinevest also offers a flat-fee portfolio management model ranging from $5,000 to $50,000 annually, not to exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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