Integrated Financial Consulting (IFC) provides financial planning and investment management services. IFC offers personalized advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. IFC does not sell financial products or accept commissions. IFC provides advice on tax planning, estate planning, insurance, and annuity advice, but does not provide legal advice or sell insurance products.
Assets Under Management$120M
Clients80
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
IFC may charge an annual fee for investment management services when no financial planning services are provided. This fee is negotiable and ranges between 1% and 1.5% of the value of your portfolio, depending on the amount managed by IFC.
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