InnerWorks Wealth Management (IWM) offers investment management and financial planning services. IWM helps clients invest their money based on their individual needs and goals. IWM advises on stocks, bonds, mutual funds, and ETFs. IWM also provides financial planning services, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Clients work with IWM to establish financial goals and values around money.
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 | 1.25% |
| $500K+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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