Ifc Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

IFC Advisors offers investment management and financial advisory services to help individuals and institutions reach their financial goals. IFC manages portfolios, selects independent managers, and provides financial planning and consulting. IFC works with clients to understand their objectives and risk profile, then develops a customized investment plan. They also offer advisory services for retirement plans.

Assets Under Management$2.3B
Clients213
Advisors7
Avg. per Client$11M
Avg. per Advisor$330M

Fee Structure

Minimum Investment:$750K
Planning is included in investment management (also available separately)

IFC Advisors offers investment and wealth management services for an annual fee based on the value of your portfolio. The fee typically ranges from 0.10% to 1.75%. The firm may negotiate the annual fee based on certain criteria. The fees are billed in advance each calendar quarter based on the market value of the account at the end of the quarter.

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Location

7 Advisors at this firm