Ibn Financial Services, INC

Fee-Only (% of Portfolio)Fixed/Hourly

IBN Financial Services provides financial planning, household finance assistance, and asset management services to individuals, families, and businesses. IBN Financial Services primarily uses proprietary investment strategies alongside traditional asset classes like stocks, bonds, and mutual funds to manage client portfolios. The firm offers advisory services on both a discretionary basis, where the investment team makes trades without prior consultation, and a non-discretionary basis, where clients must approve trades first. Clients can also receive help with budgeting, debt management, and broader financial consulting.

Assets Under Management$88M
Clients519
Advisors26
Avg. per Client$170K
Avg. per Advisor$3.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

26 Advisors at this firm

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