Inscription Capital offers personalized financial planning and investment advisory services. Planning covers cash flow, investments, retirement, estate, education, and divorce. Investment management is offered on a discretionary or non-discretionary basis, using mutual funds, ETFs, and individual securities. Inscription can also recommend external money managers. The firm also provides retirement plan advisory services to plan sponsors.
Fee Structure
Inscription Capital charges an annual advisory fee based on the value of your portfolio. The fee ranges from 0.25% to 1.25% per year, depending on the size and complexity of your account and the advisor providing the services. Clients using the Betterment Institutional platform will also be charged a wrap fee of up to 0.20% annually. Fees are generally deducted from your account quarterly in advance.