IFP Advisors, operating as Independent Financial Partners, offers specialized Family Office Services designed for ultra-high-net-worth individuals and families, including multi-generational families and family offices. The firm focuses on strategic advisory support for complex, illiquid assets, particularly direct real estate investments held outside of traditional brokerage custodians. Independent Financial Partners assists clients with real estate portfolio construction, sourcing and evaluating property investments, coordinating due diligence, transaction negotiations, and ongoing property performance oversight. Additionally, Independent Financial Partners manages ancillary cash and cash-equivalent accounts associated with these real estate holdings on a discretionary basis to support liquidity and capital preservation. The firm's real estate advisory services are primarily non-discretionary, meaning clients retain ultimate decision-making authority over all property acquisitions, operations, and dispositions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.