Independent Financial Planning (IFP) offers a range of services, including financial planning, investment management, and tax preparation. IFP works with individuals, families, and small businesses. Financial planning covers areas like cash flow, education funding, retirement, risk management, estate, and tax planning. Investment management involves creating portfolios based on client goals and risk tolerance.
Assets Under Management$46M
Clients212
Advisors2
Avg. per Client$220K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable at the discretion of the Managing Director.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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