Fees for financial planning and consulting are negotiated between you and your IAR, depending on the nature of the services, time, and complexity. The maximum fee for Wrap accounts is 2.0%, which coincides with IFP’s maximum fee if the account is not a TPAM account. The maximum fee for a TPAM account is 2.5%.
1800 Broadview Drive, Glendale, CA, 91208
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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 →Anush sells and services fixed insurance products through various carriers, dedicating about half of their time to this activity. Anush also provides in-home health care for their parents, spends minimal time on property rental, and uses the DBA Great Wealth Management for their investment business, which takes a full-time commitment during trading hours.