International Financial Planning (IFP) offers investment management and financial planning services. IFP's advice is independent, and the firm is compensated directly by clients. Services are tailored to individual client needs and objectives. IFP's sole owner, Michael Joseph Trimble, performs all research and services.
Assets Under Management$40M
Clients5
AdvisorsN/A
Avg. per Client$8.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
IFP also offers performance-based fees of 5% of account gains per year to certain clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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