IP Financial Advisory Services offers personalized investment management, financial consulting, and access to third-party investment managers. The firm helps clients develop overall investment strategies and financial plans covering retirement, estate planning, charitable giving, business succession, education funding, insurance analysis, cash flow, and tax projections. IP Financial Advisory Services operates on a discretionary and non-discretionary basis, utilizing fundamental analysis, technical analysis, and asset allocation strategies. The firm also provides actuarial analysis, benefits consulting, and insurance services through its representatives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K+ | 2.00% |
Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.