InvestiFI Wealth Management (IWM) manages investment portfolios and offers financial planning services. IWM works with clients to create personalized investment plans based on their goals and risk tolerance. IWM may use third-party managers for portfolio management. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Planning services are offered on an integrated or limited scope engagement.
Assets Under Management$3.8M
Clients37
Advisors1
Avg. per Client$100K
Avg. per Advisor$3.8M
www.investifiwealth.com ·twitter.com/davidwalquist ·www.linkedin.com/in/david-walquist-cpa-cva-macc...
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. The advisory fee is included when an Outside Manager is used for Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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