IFC Personal Money Managers offers investment advisory services and financial planning to individuals, high net worth individuals, trusts, estates, and charitable organizations. Investment advice is provided on a non-discretionary basis, meaning IFC needs your permission before making any trades. Financial planning covers investment and non-investment matters like estate and insurance planning. IFC may recommend other professionals, including its own representatives acting as attorneys, but you're not obligated to use them.
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.