Assets Under Management
$397.1M
Number of Clients
568
Number of Advisors
5
Average Client AUM
$699K
AUM per Advisor
$79.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Instrumental Wealth provides financial planning, consulting, and investment management services. They manage client investment portfolios on a discretionary basis, primarily allocating assets among mutual funds and ETFs. The firm also provides advice on legacy positions and other investments held in client portfolios. They tailor their services to meet individual client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
1 N Dale Mabry Hwy., Ste #1000, Tampa, FL, 33609