Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the discretion of Instrumental Wealth.
Fee Estimator
Instrumental Wealth charges fixed fees for financial planning and consulting, ranging from $1,000 to $15,000, depending on the scope and complexity. Investment management fees are based on a tiered percentage of assets under management. For clients with less than $50,000 in assets under management, there is an annual technology fee of $40 per account. The firm may negotiate fees based on various criteria. Additionally, 529 accounts will be assessed advisory fees on a separate flat rate basis of 1.0%.
Areas of Practice
Advisor Information
Office location
1 N Dale Mabry Hwy., Ste #1000, Tampa, FL, 33609
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew refers prospective candidates to University Consultants of America, a business that helps students with college admissions. This activity requires minimal time and is not investment-related.