Incline Financial Planning (IFP) provides investment management and financial planning services. Investment management involves creating and managing a portfolio based on a client's individual needs and goals. Financial planning covers topics like retirement, tax, risk management, college savings, and estate planning. IFP offers both ongoing and project-based financial planning services.
Assets Under Management$870K
Clients5
Advisors1
Avg. per Client$170K
Avg. per Advisor$870K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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