Inflection Financial

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Assets Under Management

$342.0M

Number of Clients

Number of Advisors

Average Client AUM

$4.7M

AUM per Advisor

$171.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

IF Advisors offers investment and wealth management services to individuals, including financial planning, tailored investment portfolios, and risk management assessment. They also provide investment and non-investment consulting for company retirement plans, acting as a fiduciary under ERISA 3(38) for new plans.

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Location

TX, United States

2 Advisors at this firm

Mary Jo Haselhorst

CFA · CFP · ChFC