Inflection Financial
Assets Under Management
$342.0M
Number of Clients
73
Number of Advisors
2
Average Client AUM
$4.7M
AUM per Advisor
$171.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IF Advisors offers investment and non-investment consulting for company 401k plans, acting as a fiduciary under ERISA 3(38) for new plans. For individuals, they provide comprehensive wealth management, including financial planning, tailored investment portfolios, and risk management assessment. The firm manages $341,985,498 as of December 31, 2024.
Fee Structure
For 401(k) plans, the asset fee is 0.55% of plan assets, billed quarterly in arrears. Fees are negotiable. For individuals, there are several options: $8,000/year retainer + 0.50% AUM, $5,000/year retainer + 0.70% AUM, or $550 per hour. Fees may be negotiated on a case-by-case basis.
Areas of Practice
Location
TX, United States