IFC, located in Auburn, California, offers financial planning, financial consulting, and investment management services. Investment management may involve IFC directly managing your investments or using independent investment managers. IFC's financial planning helps clients identify and achieve their financial goals through one-on-one meetings and a written plan. Financial consulting provides professional opinions on specific financial matters. Educational seminars are also offered periodically.
Assets Under Management$150M
Clients1,050
Advisors7
Avg. per Client$150K
Avg. per Advisor$22M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable. Independent manager fees are paid by IFC.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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