illumiFI Wealth provides investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing investment plans and managing portfolios. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, student loan planning, and tax strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$8.5M
Clients46
Advisors1
Avg. per Client$180K
Avg. per Advisor$8.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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