Portfolio management fees range from 0.25% to 2.50% annually, depending on the amount of assets managed. There is also a monthly service and reporting fee. Financial planning fees are either hourly ($100-$350) or a flat fee ($250-$5,000). Pension consulting services are also offered at an hourly rate or a percentage of plan assets. Clients are responsible for third-party fees. Fees are negotiable, but there is a minimum fee of 25 basis points per year based on assets under management which may be waived at IFSA’s sole discretion.
Riverside, CA
Get directionsMark is involved in several insurance-related activities, including medical health insurance sales, health and dental insurance, life insurance, annuities, LTC, and Medicare sales. These activities collectively take about 10-20% of Mark's time.