Assets Under Management
$337.8M
Number of Clients
2,151
Number of Advisors
33
Average Client AUM
$157K
AUM per Advisor
$10.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Interactive Financial Advisors (IFA) offers personalized investment advisory services including portfolio management, selection of third-party advisors, financial planning, advisory consulting, and retirement plan services. IFA tailors investment advice to meet client needs and objectives, using asset allocation models and ongoing supervision. They also offer the Legacy Service using mutual funds and ETFs.
100 Batson Ct., Suite 104, New Lenox, IL, 60451