IFS Group provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and may use LPL Financial programs. IFS Group also offers pension consulting services and financial planning covering investments, insurance, retirement, college, and debt. They generally limit advice to mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
Assets Under Management$240M
Clients267
Advisors6
Avg. per Client$900K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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