Ithax Financial LLC offers investment advice tailored to clients' needs. They provide discretionary portfolio management, where they make investment decisions for you. They also offer financial planning services, creating plans based on your financial situation and goals. Ithax Financial also provides pension consulting services to employee benefit plans.
Assets Under Management$21M
Clients105
Advisors2
Avg. per Client$200K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...