Illumine Investment Management offers personalized investment advice to individuals, high net worth individuals, trusts, and estates. Illumine helps clients build, manage, and protect their wealth. They determine your financial objectives, identify financial problems, manage cash flow, and offer tax, insurance, investment, education, retirement, and estate planning. Illumine manages accounts on a discretionary and non-discretionary basis.
Fee Structure
Illumine Investment Management charges a fee based on a percentage of the assets they manage in your account. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The maximum annual advisory fee is 1.95%. The fee is calculated based on the market value of your portfolio at the end of each quarter and is billed quarterly in advance. Fees may be negotiable based on the size of the account or other factors. Financial planning services are included in the investment management fees.