Inland Financial Planning helps clients achieve their financial goals through wealth management and financial planning. Wealth management involves investment selection, monitoring, and rebalancing. Financial planning includes retirement planning, estate planning, and advice for life transitions. Inland Financial Planning also offers retirement plan consulting services to plan sponsors.
Assets Under Management$34M
Clients70
Advisors2
Avg. per Client$480K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Advisory fees may be negotiated, lowered, or waived for family, friends, existing relationships, or based upon the complexity level of the client situation. Some clients may be on a flat or different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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