Integrated Financial Management (INFINMAN) provides investment management services through a third-party platform, Envestnet, where client assets are allocated to model portfolios. INFINMAN also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. Ongoing financial planning includes account aggregation, access to a client portal, market commentary, performance reports, and unlimited access to the advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 0.95% |
| $400K - $600K | 0.80% |
| $600K - $800K | 0.70% |
| $800K - $1.0M | 0.50% |
| $1.0M - $1.2M | 0.30% |
| $1.2M+ | 0.10% |
INFINMAN receives its standard fee on top of the fee paid to Envestnet. Envestnet's fees range from 0.08% to 0.89%. The total fees charged to the client for both INFINMAN and Envestnet will not exceed 1.84% of the value of your portfolio. Fees are only negotiable for Gus Gonzalez’s family members.