Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFS is compensated for investment advisory services by either a percentage of assets under management or fixed fees. Fees are negotiable for both non-retirement accounts and retirement plan accounts. On an annualized basis, fixed fees for non-retirement plan accounts portfolio management services are not based on account AUM, but are negotiable with a maximum of 150 basis points (1.50%). Clients will also incur brokerage and other transaction costs.
Areas of Practice
Advisor Information
Office location
500 Morgan Creek Rd, Chapel Hill, NC, 27517
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 Activities
James plays mandolin in a bluegrass band called Guilty Pleasures, dedicating a few hours per week to this non-investment related activity. He is also the President of the Cordell Group, Inc., a pass-through S Corp, spending about a quarter of his time on this role.