ILS Financial offers investment management and financial planning services. Investment management is tailored to individual client goals and risk tolerance. Financial planning includes full financial plans and consultation services covering various financial topics. Ongoing financial planning is also available on a monthly, quarterly, or semi-annual basis. ILS Financial also provides ERISA plan services to qualified retirement plans.
Assets Under Management$11M
Clients39
Advisors1
Avg. per Client$290K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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