Ignite Financial provides financial planning and investment management services. They work with clients to evaluate their financial situation, including cash flow, tax planning, investments, estate planning, and debt management. Ignite Financial requires a minimum one-year commitment and does not offer standalone financial planning or investment management to new clients.
Assets Under Management$23M
Clients35
Advisors1
Avg. per Client$650K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
At Ignite Financial's discretion, they may combine the account values of family members to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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