Gary Schatsky is a registered investment advisor at Ifc Personal Money Managers, INC., based in New York, NY, with 6 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 90 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFC Personal Money Managers provides investment advisory services for a fixed annual fee that is negotiable and generally falls between $10,000 and $65,000 per year. The fee depends on factors like the representative assigned, the amount of assets, the complexity of the engagement, and the number of meetings. This fee includes general financial planning and consulting services if you request them. If you need extensive planning, IFC may charge a separate fee for that.
Contact
Gary Schatsky
Location
441 West End, Suite 1I, New York, NY, 10024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary has been a sole practitioner as an attorney since 1990. He dedicates about 10-20% of his time to this non-investment related business, all during securities trading hours.
Employment History
Current Registrations
Ifc Personal Money Managers, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.