Island Financial Advisors (IFA) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and financial situation. IFA may also direct clients to third-party investment advisors. IFA also offers tax preparation services, separate from investment management. IFA generally limits its investment advice to mutual funds, fixed income securities, equities and ETFs.
Assets Under Management$68M
Clients259
Advisors1
Avg. per Client$260K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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