Inspired Financial Planners (IFP) provides financial planning and investment management services. Financial planning covers cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing personalized investment portfolios. IFP also offers project-based financial planning. IFP uses Modern Portfolio Theory and passive investment management.
Assets Under Management$58M
Clients24
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. Minimum annual fee of $4,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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