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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per year depending on account size and complexity. Fees are negotiable.