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
319 11th Street North, Wahpeton, ND, 58075
Get directionsRegulatory History (1)
Criminal
October 2004Other Business ActivitiesSells Insurance
Jeremy is the President of Great Plains Capital Mortgage, where he works on mortgage loan origination for about a third of his time. He is also the sole proprietor of Great Plains Capital Investments, an insurance agency, spending about 10-20% of his time offering fixed insurance products.