IRL Financial offers portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning services, including comprehensive plans, specific planning for certain topics, and hourly consultations. IRL may direct clients to third-party investment managers. IRL generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, hedge funds, insurance products including annuities and private placements.
Assets Under Management$44M
Clients31
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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