Intercarolina Financial Services (IFS) is a registered investment advisor specializing in investment advice and retirement plan consulting. IFS manages investment portfolios for individuals, pension plans, profit sharing plans, and 401(k) plans. Clients can choose to utilize a third-party account manager through wrap fee programs. IFS tailors its advisory services to individual client needs, developing investment policies based on financial goals and objectives. Client accounts may be managed with or without IFS having the authority to make trades without asking first.
Fee Structure
Intercarolina Financial Services (IFS) offers investment management services for a fee. The fee is either a percentage of the value of your investments or a fixed fee. The specific fee arrangement is negotiable. If IFS manages your investments, your fees will be paid directly from your account, or you can choose to be billed directly. IFS also participates in wrap fee programs, where fees are bundled. The percentage IFS receives from the wrap fee varies depending on the wrap fee firm used. The maximum fixed fee is 1.5% of the value of your investments.