Ifrah Financial Services offers investment supervisory services, individual portfolio management, and model portfolio management services to clients. The firm utilizes various analytical methods, including charting, fundamental, technical, quantitative, and qualitative analysis, along with asset allocation strategies. Ifrah builds portfolios using exchange-traded funds, mutual funds, individual equities, fixed income securities, and structured notes, often employing model portfolios managed through custodians like Goldman Sachs Custody Solutions or Charles Schwab. In addition to investment management, Ifrah provides financial planning and consulting services covering personal cash flow, taxes, retirement, insurance, and estate planning considerations. The firm serves individuals, businesses, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for assets exceeding $10 million or under special circumstances. Clients also pay a separate program fee of 0.50% per year for model portfolio management.