Increase Consultants LLC
Assets Under Management
$13.5M
Number of Clients
200
Number of Advisors
4
Average Client AUM
$68K
AUM per Advisor
$3.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Increase Consultants LLC provides investment advisory services to individuals, trusts, and other entities. Services include financial planning, portfolio management, selection of other advisors, and 401(k) plan option review. They analyze current portfolios, design optimal portfolios, formalize investment policies, build portfolios, and monitor/review client accounts.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees are paid quarterly in advance or arrears and may be negotiable for accounts with unusual investment management requirements, services offered, and size.
Fee Estimator
The firm charges an annual fee based on a percentage of your assets under management. For smaller accounts (under $100,000), you may pay a higher percentage quarterly fee, not to exceed 2.5%. Financial planning services are available for a fixed fee of $1,500 for a comprehensive plan, $500 for an annual review, or $350 per hour for separate consultations. Fees are negotiable for 401(k) plans. The minimum account size is $20,000, but this may be waived at the firm's discretion.
Areas of Practice
Location
7335 Highway 6,, Suite 250, Missouri City, TX, 77459