Ithaka Strategic Partners (ISP) manages investment portfolios and offers financial planning services. Investment management is tailored to individual client needs, including the use of third-party managers. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. ISP also offers ongoing comprehensive financial planning for a fixed monthly fee. ISP also provides employee benefit plan services to employer plan sponsors.
Fee Structure
Ithaka Strategic Partners manages investment portfolios for a fee based on the value of your investments. The annual fee is calculated as follows:
- The specific fee schedule is not provided in the document.
Fees are negotiable, pro-rated, and paid monthly. If ISP uses a third-party manager, the manager will debit the client's account for both the manager's fee and ISP's fee. The fee schedule above does not include the outside manager's fee.