Increase Consultants LLC offers investment advice to individuals, trusts, and businesses. Services include financial planning, portfolio management, selecting other advisors, and reviewing 401(k) plan options. The firm analyzes client portfolios, designs optimal portfolios based on goals and risk tolerance, and monitors investments. They may also provide consulting on non-investment matters like estate and tax planning.
Assets Under Management$14M
Clients200
Advisors4
Avg. per Client$68K
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees may be negotiable for accounts with unusual investment management requirements, services offered, and size. Clients with less than $100,000 of assets under management will pay a higher percentage quarterly fee than 1.5%, not to exceed 2.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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