Investment Fiduciary Planners (IFP) offers tailored investment programs to clients based on their individual needs and restrictions. IFP's process includes understanding the client's values, goals, time horizon, income, liquidity needs, and risk tolerance. IFP analyzes the client's current financial position and develops a relationship management plan. IFP implements the recommended portfolio through third-party asset managers and monitors the plan.
Assets Under Management$12M
Clients110
Advisors1
Avg. per Client$110K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Investment Fiduciary Planners (IFP) uses third-party asset managers. The fees you pay depend on which manager is used:
- Institute for Wealth Management (IWM): Total fee is 1.40% of your portfolio annually, with 1.00% going to IFP and 0.40% to IWM. IFP's portion is negotiable.
- American Funds Distributors, Inc.: Total fee ranges from 1.32% to 1.95% of your portfolio annually, with 1.00% going to IFP and 0.32% to 0.95% to American Funds. IFP's portion is negotiable.
- Community National Bank: IFP's fee is 0.75% - 1% on new assets only. IFP's fees are negotiable.
Loading...