Imagine Financial Services (IFS) manages investment portfolios and provides financial planning services. IFS offers advice on retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate planning. IFS can also utilize a sub-advisor, Dimensional Fund Advisors (DFA), for portfolio management services for clients with accounts over $500,000.
Fee Structure
Imagine Financial Services (IFS) manages investment portfolios for a fee based on the value of your account. The specific percentage is negotiable. For clients with accounts of $500,000 or more, IFS may use Dimensional Fund Advisors (DFA) as a sub-advisor, which charges an additional 0.29%. If a sub-advisor is used, the total fees charged by both parties will not exceed 3% per year. The minimum account size is $300,000, but this may be waived.
