Ibn Advisory Services, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

IBN Advisory Services provides asset management services through allocations to investment strategies offered by IBN Advisory or other third-party registered investment advisors. IBN Advisory provides these services for IBN Financial Services, Inc. and other registered investment advisors. IBN Advisory also offers financial consulting services, which focus on a client’s overall financial situation through investments, tax planning, asset allocation, risk management, and retirement planning.

Assets Under Management$180M
Clients1,524
Advisors8
Avg. per Client$120K
Avg. per Advisor$23M

Fee Structure

Investment management only (planning not offered)

IBN Advisory Services generally charges between 0.50% and 2.00% per year of the market value of your investments. Fees are negotiable and may be higher or lower based on the nature of the account. Factors affecting fee percentages include the size of the account and complexity of asset structures.

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Location

8 Advisors at this firm

Ibn Advisory Services, INC. | TrueAdvisor