In The Game Wealth Management (ITGWM) provides financial planning and investment management services. ITGWM offers holistic financial planning and investment management, project-based financial planning, stand-alone investment management, educational seminars, and tax services. ITGWM works with clients to develop financial plans and manage investment portfolios based on their individual needs and goals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.5M | 0.50% |
| $3.5M - $5.0M | 0.35% |
| $5M+ | 0.25% |
Fees are negotiable. ITGWM typically aggregates households to determine the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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