Ingham Retirement Group
Assets Under Management
$2.3B
Number of Clients
1,049
Number of Advisors
10
Average Client AUM
$2.2M
AUM per Advisor
$231.5M
Compensation
Fee-Only (AUM)
About This Firm
Ingham Retirement Group provides investment advice and financial planning services. They offer investment supervisory services, individual portfolio management, model portfolio management, pension consulting, and selection/monitoring of third-party money managers. Financial planning covers retirement, education, cash flow, estate, budget, tax, and insurance needs.
Fee Structure
Fees for investment supervisory services, portfolio management, and pension consulting range from 0.05% to 1.00% of assets under management. A minimum of $100,000 is generally required for investment supervisory and portfolio management services, but this is negotiable. Financial planning fees are either hourly ($175-$250/hour) or fixed ($1,500-$5,000), depending on the arrangement. Discounts may be offered to family/friends of associated persons.
Areas of Practice
Location
9350 South Dixie Highway, Suite 1560, Miami, FL, 33156