Innermost Wealth Management (IWM) offers investment management and financial planning services to individuals, high net-worth individuals, corporations, and other businesses. IWM is a fee-only firm, meaning it only receives compensation from clients for its services. Financial planning covers areas like behavioral finance, business planning, cash flow, college savings, divorce planning, employee benefits, equity compensation, estate planning, financial goals, insurance, investment analysis, life transitions, retirement planning, risk management, and tax planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$8,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Minimum annual fee of $8,200 for Investment Management Services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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