Inbundance, LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Investment advice is generally limited to mutual funds, fixed income securities, insurance products including annuities, equities and non-U.S. securities. Inbundance, LLC only offers services on a non-discretionary basis, meaning they will contact you prior to implementing changes in your account.
Assets Under Management$6.7M
Clients45
Advisors1
Avg. per Client$150K
Avg. per Advisor$6.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 1.00% |
| $4M+ | 0.50% |
These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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