Investor’s Fiduciary Advisor Network manages investment portfolios and offers comprehensive financial consulting for individuals, families, and business owners. Investor’s Fiduciary Advisor Network tailors investment strategies to match each client's specific goals, utilizing stocks, bonds, mutual funds, exchange-traded funds, and alternative investments through selected custodians. As part of its financial consulting services, Investor’s Fiduciary Advisor Network collaborates with clients on estate planning, income tax strategies, charitable giving, cash flow analysis, wealth transfer, and family legacy objectives, while coordinating with other professionals like certified public accountants and estate attorneys. The firm also provides ongoing retirement plan consulting services to employer plan sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary based on the agreement signed with the client, but in no case exceed 2.00% annually. Fees may be lowered or waived depending on bargaining power or level of investment sophistication.