Integrated Planning & Investments (IPI) provides investment management and financial planning services. IPI offers ongoing asset management, tailoring investment strategies to individual client goals and risk tolerance. Financial planning covers various topics like retirement, cash flow, and estate planning. IPI also provides financial planning subscription services and limited scope ERISA 3(21) fiduciary services to qualified retirement plans. Seminars are held for businesses to promote financial wellness.
Assets Under Management$110M
Clients218
Advisors2
Avg. per Client$490K
Avg. per Advisor$54M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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