Interactive Financial Advisors is a registered investment advisor based in New Lenox, Illinois, offering personalized investment management, financial planning, and advisory consulting services. The firm manages portfolios using exchange-traded funds, mutual funds, and other securities tailored to each client's risk tolerance and goals. Interactive Financial Advisors provides multiple portfolio management options, including the Invest With Trust and Legacy services, alongside third-party advisor and model portfolio programs. In addition to managing investments, the firm offers modular and broad-based financial planning, retirement plan consulting, and advisory services. Clients can also access specialized financial analysis through the Making Life Better Official Report process.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.45% |
| $25K - $50K | 2.40% |
| $50K - $250K | 2.30% |
| $250K - $500K | 1.91% |
| $500K - $1.0M | 1.82% |
| $1M+ | 1.70% |
Rates reflect the maximum range for non-403b Invest With Trust accounts. Fees are negotiable for Invest With Trust services. Accounts also incur quarterly service fees of $10 to $18.75.