Assets Under Management
$278.4M
Number of Clients
735
Number of Advisors
2
Average Client AUM
$379K
AUM per Advisor
$139.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Investments & Financial Planning, LLC is a registered investment adviser based in Lexington, Kentucky, offering discretionary portfolio management services through a wrap-fee program. Investment advice is tailored to clients' needs, using allocation strategies to reduce risk and increase performance. They may invest assets according to model portfolios with varying risk tolerances.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fee is negotiable depending on individual client circumstances.
1795 Alysheba Way, Suite 7104, Lexington, KY, 40509