Intentional Living FP LLC (ILFP) manages investment portfolios and provides financial planning services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. ILFP also offers ongoing comprehensive financial planning for a fixed monthly fee. ILFP primarily uses passive investment management strategies.
Assets Under Management$33M
Clients100
Advisors2
Avg. per Client$330K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Annual fees are negotiable. For clients with assets above $500,000, Comprehensive Financial Planning will be included at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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