Inclusive Wealth Financial Planning provides tailored financial planning and investment management services to individuals. Financial planning includes comprehensive plans, ongoing subscription-based services, and project-based reviews. Investment management offers continuous portfolio management based on individual needs and risk tolerance. The firm primarily uses long-term, low-cost passive investment strategies.
Assets Under Management$460K
Clients7
Advisors1
Avg. per Client$66K
Avg. per Advisor$460K
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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