Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Advisory fee is negotiable at the sole discretion of IFA. Discounts may be given for families, groups, associations, and for competitive reasons.
Fee Estimator
IFA charges an annual fee based on a percentage of your assets under management, billed quarterly. For example, the blended annual fee for $1,000,000 is 0.825%. Fees are negotiable at IFA's sole discretion, and discounts may be given. IFA Taxes, a division of IFA, offers tax services for separate fees ranging from $200 to $20,000. Clients where Dimensional Fund Advisors (DFA) manages assets will also be charged a fee by DFA.
Areas of Practice
Advisor Information
Office location
19200 Von Karman Ave, Suite 150, Irvine, CA, 92612-6566
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kerrie maintains a collaboration website and app (CollaborApp) for individuals searching for solutions for special needs family members, spending minimal time on it. Kerrie also holds a life, variable, accident and health insurance license in California, which is investment-related and requires continuing education.