Ingham Retirement Group

Fee-Only (% of Portfolio)

Ingham Retirement Group provides investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Services include investment supervisory services, model portfolio management, pension consulting, selection and monitoring of third-party money managers, and financial planning. Financial planning covers retirement, education, cash flow, estate, budget, tax, and insurance needs.

Assets Under Management$2.3B
Clients1,049
Advisors10
Avg. per Client$2.2M
Avg. per Advisor$230M

Fee Structure

Minimum Investment:$100K

Ingham Retirement Group offers investment management services where fees generally range from 0.05% to 1.00% of the value of your portfolio annually. The exact fee depends on the size of your account and other factors. A minimum of $100,000 is generally required to use this service, but this may be negotiable.

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Location

10 Advisors at this firm

Ingham Retirement Group | TrueAdvisor