Inherent Wealth Fund (IWF) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. IWF creates an Investment Policy Statement for each client, outlining their current situation. IWF generally limits its investment advice to equities and ETFs but may use other securities to diversify a portfolio. IWF requires discretionary authority to select securities and execute transactions.
Assets Under Management$830K
Clients2
Advisors1
Avg. per Client$410K
Avg. per Advisor$830K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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