i2 Wealth provides financial planning services, focusing on cross-border issues. They gather client information to create comprehensive financial plans covering asset allocation, cash flow, tax, retirement, insurance, and estate planning. They also offer ongoing financial monitoring and consulting services. i2 Wealth may refer clients to third-party investment advisors but does not offer investment management services directly.
Fee Structure
i2 Wealth offers ongoing financial monitoring services for an annual fee between $3,000 and $7,500, charged monthly in advance. This includes formal and informal meetings, advice on financial matters, and implementation of investment strategies by third-party advisors.
- Full-scale financial plan (moving between countries) — $10,000 to $15,000
- Full-scale financial plan (staying within one country) — $7,000 to $12,000
- Smaller, narrowly focused financial plan — $3,500 to $7,000
Fees may be higher if the client has businesses and trusts.