Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Integrated Financial Planning Services offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily use mutual funds, equities, bonds, and ETFs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts above $5,000,000. Using the previous tier's fee percentage for the negotiable tier.
Fee Estimator
Investment Supervisory Services fees are 1.00% of assets under management for the first $5,000,000, and negotiable above that amount. These fees are negotiable depending upon the needs of the client and complexity of the situation. Fees are paid quarterly in advance, and clients may terminate their contracts with sixty days’ written notice. Hourly fees for financial planning services range from $50 to $250, depending on complexity and needs, and are paid in arrears. There is a $25,000 household investment minimum.
Areas of Practice
Location
Karlstr. 20, Heidelberg, 69117