Instrumental Wealth, LLC
Assets Under Management
$397.1M
Number of Clients
568
Number of Advisors
5
Average Client AUM
$699K
AUM per Advisor
$79.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Instrumental Wealth provides financial planning, consulting, and investment management services. Financial planning covers business, retirement, cash flow, risk management, trust, estate, distribution, tax, education, and insurance planning. Investment management is offered on a discretionary basis, primarily using mutual funds and ETFs, but may also include annuities, life policies, and individual securities. They may use sub-advisers to manage a portion of client accounts.
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
Location
1 N Dale Mabry Hwy., Ste #1000, Tampa, FL, 33609