iPlan provides investment management services, continuously monitoring and managing client portfolios based on their individual needs and goals. They also offer financial planning services on a project and ongoing basis, covering areas like business planning, cash flow management, college savings, estate planning, retirement planning, and tax strategies. iPlan may direct clients to third-party investment advisors when suitable.
Assets Under Management$31M
Clients32
Advisors1
Avg. per Client$960K
Avg. per Advisor$31M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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