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.
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsDavid is involved with Checkmate, selling software licenses, and Young for Life, providing health & wellness information. He spends minimal time on each of these non-investment related activities.