Assets Under Management
$456.1M
Number of Clients
2,041
Number of Advisors
118
Average Client AUM
$223K
AUM per Advisor
$3.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
IP Financial Advisory Services LLC provides investment advice and is also a licensed insurance agency. Representatives may earn commissions from selling insurance products, creating a conflict of interest. They may also recommend third-party investment advisors and receive compensation.
5950 Fairview Road, Suite 140, Charlotte, NC, 28210