Independent Financial Solutions Group (IFSG) offers investment and retirement solutions for individuals and businesses. IFSG focuses on investment management and retirement planning. IFSG partners with Charles Schwab Advisor Services to streamline account opening and management. IFSG does not have a minimum monetary threshold for client engagement.
Assets Under Management$2.2M
Clients143
AdvisorsN/A
Avg. per Client$15K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.04% |
| $100K - $300K | 1.80% |
| $300K - $500K | 1.60% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.01% |
| $2M+ | Included |
For accounts over $2,000,000, IFSG charges a fixed charge of $2115.00 per month ($25,380 per year). There is also a flat fee percentage option for Active Duty and Retired Military Personnel and Clients with multiple accounts at IFSG's discretion: 1.236% per year (0.103% per month).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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