Inspire Wealth Partners (IWP) offers financial planning and investment management services. Financial planning covers areas like cash flow, investments, retirement, estate, and tax strategies. IWP also manages investment portfolios based on individual client needs and goals. They primarily use passive investment strategies, allocating assets across various classes to achieve optimal risk-adjusted returns. IWP does not participate in wrap fee programs.
Fee Structure
IWP offers ongoing financial planning and investment management for a flat quarterly fee, ranging from $875 to $10,000. The fee is determined by the complexity of your financial situation, income, net worth, and the specific services provided. The fee remains fixed unless there are significant changes to your financial situation, other than periodic cost of living increases. IWP deducts the fee directly from your investment account with written authorization.