How does the advisor help clients – Key Takeaways:
INTERNATIONAL FIDUCIARY MANAGERS, INC. (IFM) is a financial management firm that assists clients in achieving their financial goals through expert advice and guidance. With their team of experienced financial professionals, IFM provides a wide range of services that cater to the diverse needs of their clients.
- IFM works with clients to create personalized financial plans that align with their unique objectives and risk tolerance.
- The firm provides ongoing support and monitoring to ensure that clients’ financial plans remain on track and adapt to changing circumstances.
- IFM offers a variety of financial services, including wealth management, retirement planning, investment management, tax planning, and estate planning.
Facts and Insights
Founded in 2005, IFM has a strong track record of helping clients achieve their financial goals. As of January 2021, the firm manages over $1.5 billion in assets for its clients.
According to the Securities and Exchange Commission (SEC), IFM has 10 advisors on staff to assist clients with their financial needs. With a team of experienced and knowledgeable professionals, the firm is equipped to handle a wide range of financial situations and provide expert guidance to its clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | Founded in 2005 |
Financial Services Offered
IFM understands that every client has unique needs and goals when it comes to their finances, which is why the firm offers a comprehensive range of financial services to cater to those needs. These services include:
- Wealth Management: IFM helps clients manage their assets, achieve financial security, and plan for the future.
- Retirement Planning: The firm assists clients in creating retirement plans that align with their goals and provide for a comfortable future.
- Investment Management: With their knowledge and expertise, IFM’s advisors help clients make informed investment decisions and build a well-diversified portfolio.
- Tax Planning: IFM works with clients to create tax-efficient strategies that minimize tax liabilities and maximize after-tax returns.
- Estate Planning: The firm helps clients create a solid estate plan to ensure assets are passed down according to their wishes and minimize estate taxes.
Client Types
IFM serves a diverse range of clients, including individuals, families, and business owners. The firm understands that each client has unique needs and provides tailored services to meet those needs. Whether a client is just beginning to build their wealth or looking to preserve and manage their existing assets, IFM has the expertise and resources to help.
Fees & Compensation
IFM charges clients based on a fee-only compensation structure, which means that the firm is not influenced by commissions or sales incentives. This fee covers comprehensive financial planning and investment management services, and the firm’s advisors do not receive compensation based on the products or services they recommend.
Clients can expect transparent and competitive fees that are fully disclosed in advance, allowing them to have a clear understanding of the cost of services before making any commitments to IFM.
Background
INTERNATIONAL FIDUCIARY MANAGERS, INC. is headquartered in Fort Lauderdale, Florida, and has offices in New York City. The firm is registered with the SEC and operates as a registered investment advisor.
Financial Advisor Disclosures to Know
When considering a financial advisor, it’s essential to understand any potential conflicts of interest that may exist. IFM provides full disclosure of any potential conflicts to its clients, ensuring transparency and honesty in all client relationships. The firm also adheres to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.