International Financial Planning is an independent registered investment advisor owned and operated by Michael Joseph Trimble. The firm provides personalized investment management and comprehensive financial planning services to individuals and trusts. Investment strategies rely heavily on fundamental analysis of underlying business value combined with technical analysis of price movements. International Financial Planning operates entirely independently, receiving compensation solely from clients without financial ties to banks, brokerages, or insurance companies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. International Financial Planning also offers an optional performance-based fee of 5% per annum on account gains for eligible clients meeting regulatory net worth or asset thresholds.