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%.
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Learn about disclosures →Amber is an educator at Bletscher Financial LLC, an agent at Saylor Insurance Services Inc, treasurer at USD 113 Foundation, owner at F4 Wealth Advisors DBA, and a substitute teacher at USD 113 School District. She dedicates a few hours per week to education, about 10-20% of her time to insurance, minimal time to the foundation, about a quarter of her time to F4 Wealth Advisors, and about 10-20% of her time to teaching.