IDEAUM LLC provides investment advisory and financial planning services. IDEAUM focuses on tactical asset allocation using a long-only, value-oriented approach. IDEAUM may invest in various instruments, including stocks, bonds, and other securities. Financial planning services include retirement planning, tax optimization, cash flow management, and estate planning. IDEAUM tailors its services to each client's objectives, risk tolerance, and liquidity needs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees may be negotiable at the Advisor’s discretion based on factors such as total assets under management, anticipated future earnings potential, related accounts, or the scope of engagement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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