Integrated Financial Planning Services (IFPS) offers portfolio management based on individual client goals and risk tolerance. IFPS creates an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. IFPS generally limits its money management to mutual funds, equities, bonds, and ETFs.
Assets Under Management$4.1M
Clients27
Advisors3
Avg. per Client$150K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K - $250K | 0.70% |
| $250K - $500K | 0.50% |
| $500K - $1.0M | 0.30% |
| $1M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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