Integrated Financial Solutions (IFS) is a fee-only firm providing financial planning and investment management. IFS offers both discretionary and non-discretionary asset management services. Financial planning services cover wills, estate planning, investments, taxes, retirement income, and more. IFS also provides services to qualified retirement plans. The owner of IFS is licensed to advise on insurance products as an independent insurance agent.
Assets Under Management$85M
Clients289
Advisors3
Avg. per Client$290K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$100K
IFS offers investment management services for an annual fee of up to 2% of the assets managed. This fee may be negotiable. Fees are billed monthly or quarterly in advance. Clients can terminate the agreement with 30 days' written notice, and unearned fees will be refunded.
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