Integrated Planning & Investments manages investment portfolios and provides comprehensive financial planning services for individuals, families, and retirement plans. Founded in 2022 and based in Clovis, California, Integrated Planning & Investments builds customized investment strategies based on each client's goals, time horizon, and risk tolerance. The firm offers ongoing portfolio management, standalone financial plans, and a continuous financial planning subscription that covers tax planning, retirement projections, insurance reviews, and employee benefits. Additionally, Integrated Planning & Investments provides retirement plan consulting for employers. The firm's founders also operate an affiliated tax and accounting practice, and maintain licenses as insurance agents, allowing them to offer coordinated financial services.
Fee Structure
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% |
Fees are negotiable based on factors such as historical relationships, asset types, and account size. Total fees will never exceed 3% of assets under management per year.