IFL Financial Advisors offers financial planning advice and investment management services. Services range from fixed-fee consulting to full discretionary trading of financial assets. Clients are encouraged to undergo a full financial review, resulting in a written investment policy statement. IFL Financial Advisors uses modern portfolio theory to formulate investment advice and develop investment strategies.
Assets Under Management$29M
Clients25
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$29M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1000K | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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