Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
381 clients
Average Client Portfolio
$343K average
Assets Under Management
$130.8M

Fee Structure

Financial Planning:Investment management only

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
Investment ManagementRetirement Planning
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Advisor Information

Office location

3300 Battleground Ave, Suite 400, Greensboro, NC, 27410

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Intercarolina Financial Services, INC.
March 2016 - Present · 9 yrs 10 mos
Intercarolina Financial Services, INC.
July 1987 - Present · 38 yrs 6 mos
Intercarolina Financial Services, INC. Broker
July 1987 - Present · 38 yrs 6 mos
Previous Registrations
Fund Direct Advisors INC.
January 2014 - November 2019 · 5 yrs 10 mos
Fund Direct Advisors INC.
October 2013 - December 2013 · 2 mos
Intercarolina Financial Services, INC.
December 2001 - October 2013 · 11 yrs 10 mos
Global Investor Securities, INC.Broker
August 1986 - May 1987 · 9 mos
Wheat, First Securities, INC.Broker
April 1985 - August 1986 · 1 yr 4 mos
Independence Securities, INC.Broker
March 1981 - September 1988 · 7 yrs 6 mos
State Registrations16 states
CAFLGAILKYMNNCNDNMNVOHPASCSDTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joseph Eugene Navolanic - Financial Advisor | AdvisorDiscover