How We Help
Integrated Financial Planning & Investment Management
Transparent Pricing: No hidden fees—just straightforward advice and management. We charge:
1% on the first $1 million in assets
0.75% on assets between $1 million and $2 million
0.5% on assets over $2 million
Ithaka creates financial plan, implements recommendations and manages portfolios for clients with assets of $500,000 or more
Our Fees
Our Integrated Financial Planning and Investment Management Service is designed to take the complexity out of managing your wealth. You’ll benefit from:
Personalized Financial Planning: We work with you to understand your unique goals and create a detailed plan that covers everything from spending to tax management to retirement planning to estate planning.
Expert Investment Management: We tailor your portfolio to balance risk and reward according to your unique risk tolerance, helping you grow your wealth with confidence.
Ongoing Support: As life changes, so do your financial needs. We’re with you for the long haul, adjusting your plan as you move through different life stages.
Our Services
Disclosures