IF Advisors offers investment advice and wealth management services to individuals, including financial planning, investment portfolio design, and retirement planning. For company 401(k) plans, IF Advisors provides investment and non-investment consulting services, including investment policy development, fund selection, and compliance assistance. IF Advisors tailors its services to each client's individual financial goals.
Assets Under Management$340M
Clients73
Advisors2
Avg. per Client$4.7M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:$500K
IF Advisors offers several ways for individuals to engage their services. Two options involve a yearly retainer fee plus a percentage of the assets they manage:
- Option 1: $8,000 per year retainer + 0.50% of assets under management
- Option 2: $5,000 per year retainer + 0.70% of assets under management
Fees may be negotiable based on account size and servicing requirements.
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