Inertial Frame

Overview

Inertial Frame is organized as a limited liability company that provides financial planning and portfolio management across several client types. Its advisory activities include financial planning services and discretionary or non-discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and business or institutional clients. The firm is categorized as unclassified in the snapshot and is not identified as a capital allocator. The firm uses fee models that do not rely on asset-based charging: indicated billing methods are hourly fees, subscription fees, and fixed fees. Inertial Frame is tagged in the data as an “Other Financial Product Salesperson,” which suggests its activities may include distributing or advising on financial products in addition to portfolio management. It is not listed as an active ESG investor, and the snapshot marks it as not multi-state, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices