IBN Asset Management, LLC offers both discretionary and non-discretionary portfolio management services tailored to individual client needs and objectives. They also provide consulting services such as cash flow analyses and portfolio analyses. IBN primarily advises on fixed income securities but can also advise on other investments held at the start of the advisory relationship. Fees are negotiable and based on the complexity and size of the relationship.
Fee Structure
IBN Asset Management's fee for managing your investments is either a percentage of the assets in your account or a flat fee, but it will not be more than 0.50% annually. The exact fee is negotiated with you and depends on how complex your account is, your past relationship with IBN, the size of your account, and potential future business. You'll be billed quarterly, based on the balance at the end of the billing period or the agreed-upon fixed rate. The fee can be deducted directly from your account.