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.
Madison, CT
Get directionsJohn is an independent insurance agent with Collins Associates, selling disability, fixed annuities, life/accident/health, and long-term care insurance since 1976, dedicating a few hours per week. He also sells group LTD + group life, term UL whole life, index UL, LTC fixed annuity, spending about 10% of his time on this activity.