Incompass Financial Partners offers investment advice tailored to clients’ needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services such as risk assessment, investment planning, and estate planning. IFP offers three asset management solutions: Turnkey Asset Management Program (TAMP), Schwab’s Marketplace Platform, and Advisor-Directed Asset Management.
Fee Structure
Incompass Financial Partners offers investment management services where annual fees will not exceed 1.75%. Fees are charged quarterly in advance, based on the size of your portfolio and the complexity of services. Consulting services are included in these fees. If IFP utilizes a third-party money manager on Schwab's Marketplace Platform, there is a fee for those services depending on the money manager selected. IFP pays all associated costs on behalf of the Client, and these fees are included in the Client’s advisory fee with IFP. If a client utilizes a TAMP, the client will pay an advisory fee to IFP that will not exceed 1.75%, and a fee to the TAMP as stated in the Client’s separate Agreement with the TAMP.