Ingram Advisory Services offers personalized investment advice to individuals and other entities. They gather information about your financial situation and goals to develop a tailored strategy. Services include financial planning, portfolio management (discretionary and non-discretionary), and pension consulting. Ingram Advisory Services may recommend various investments, including mutual funds and exchange-traded funds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1M+ | 1.50% |
Non-liquid alternative investments are generally excluded from the portfolio value used to calculate the advisory fee, but may be included 12 months after purchase if they are liquid investments such as preferred stocks or variable annuities. Fees may be discounted. Older client relationships may be subject to a different fee schedule.