IHS Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They create investment policy statements and seek authority to make trades without prior permission. IHS also provides financial planning covering investments, insurance, retirement, college, and debt. Additionally, IHS offers pension consulting services to employee benefit plans, including 401(k) plans. IHS generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For qualified clients, IHS charges 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are negotiable.