How does the advisor help clients – Key Takeaways:
IFC PERSONAL MONEY MANAGERS, INC. is a financial advisory firm that provides personalized money management services to individuals and families. Their main goal is to help clients achieve their financial goals by creating customized strategies and providing ongoing support and guidance.
Here are some key takeaways on how IFC PERSONAL MONEY MANAGERS, INC. helps their clients:
- Provides personalized money management services
- Creates customized financial strategies
- Offers ongoing support and guidance
Facts and Insights
IFC PERSONAL MONEY MANAGERS, INC. was founded in 2005 and has been in business for 15 years. Currently, the firm has over $500 million in assets under management and employs a team of 10 experienced and knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered
IFC PERSONAL MONEY MANAGERS, INC. offers a wide range of financial services to their clients. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
IFC PERSONAL MONEY MANAGERS, INC. primarily works with individual clients and families. They also serve business owners, executives, and retirees.
Fees & Compensation
The fees for IFC PERSONAL MONEY MANAGERS, INC. vary depending on the services provided and the complexity of each client’s financial situation. The firm typically charges a percentage of assets under management, ranging from 0.5% to 1.5%. For financial planning services, the fees are either charged on an hourly basis or as a flat fee. The firm does not receive commissions or any other third-party compensation.
Background
IFC PERSONAL MONEY MANAGERS, INC. is a privately owned firm that is registered with the Securities and Exchange Commission (SEC) as an investment advisor. The firm is also a fiduciary, which means they are legally obligated to act in their clients’ best interests. The team at IFC PERSONAL MONEY MANAGERS, INC. has a combined experience of over 100 years in the financial industry, bringing a wealth of knowledge and expertise to their clients.
Financial Advisor Disclosures to Know
IFC PERSONAL MONEY MANAGERS, INC. has a clean regulatory and disciplinary record, with no disclosures on their Form ADV filings.