Itani Wealth Management provides investment management services to individuals and high net worth individuals. Itani Wealth Management uses sub-advisors to manage client portfolios. Itani Wealth Management does not offer financial planning services or educational workshops.
Assets Under Management$1.5M
Clients23
Advisors1
Avg. per Client$64K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Fees are negotiable. When clients engage the sub-advisor affiliated with the custodian, the client’s account is assessed an annualized asset-based fee of 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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