Integrated Financial Resources (IFR) provides investment management, primarily focusing on mutual funds and annuity sub-accounts. IFR also offers financial planning services, either comprehensive or project-based, covering areas like estate planning, retirement planning, and tax planning. IFR Representatives have the authority to make investment decisions for clients. IFR believes in a long-term buy-and-hold investment strategy.
Assets Under Management$11M
Clients21
Advisors3
Avg. per Client$540K
Avg. per Advisor$3.8M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.80% |
| $3.5M+ | 0.60% |
Subject to a minimum fee of $500 per year. Fees for managed services may be negotiated in isolated instances. Fees may be discounted for up to one year based upon sales commissions received by representatives of IFR. Thus, fees may vary from client to client for similar services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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