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.
529 3rd Ave, Chula Vista, CA, 91910
Get directionsDonald owns Don Rogers Tax Service, which is located at the same address as the branch office. He spends a few hours per week on tax preparation and insurance sales, with increased hours from January to April.