Incline Wealth Advisors (IWA) manages investment portfolios based on individual client needs and goals. IWA also offers project-based financial planning on topics like retirement, college savings, and estate planning. For a fixed monthly fee, clients can receive ongoing comprehensive financial planning. IWA also provides employee benefit plan services to employer plan sponsors.
Assets Under Management$98M
Clients217
Advisors2
Avg. per Client$450K
Avg. per Advisor$49M
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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees for assets under management above $10,000,001 are negotiable on a fixed fee basis depending on the individual needs of the Client, not to exceed 2.00% of the total assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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