Integrative Financial Strategies
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Integrative Financial Strategies (IFS) provides ongoing investment management tailored to individual client goals, risk tolerance, and time horizon. IFS offers financial planning services, including retirement income planning, college funding, and estate planning. IFS also consults with companies on employee retirement plans, such as 401(k) and profit-sharing plans.
Assets Under Management$20M
Clients15
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Annual fees are subject to a minimum annual fee of $1,500. All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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