Instrumental Wealth provides financial planning, consulting, and investment management services. They manage investment portfolios, primarily using mutual funds and exchange-traded funds, but may also use annuities, life insurance, and individual securities. They tailor their services to individual client needs and objectives, considering risk tolerance and time horizon. They may use sub-advisers to manage a portion of client accounts. They also offer retirement plan consulting services to businesses.
Assets Under Management$400M
Clients568
Advisors5
Avg. per Client$700K
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Assets in 529 accounts will be assessed advisory fees on a separate flat rate basis of 1.0%. This fee may be negotiated at the discretion of Instrumental Wealth.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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