Interactive Financial Advisors
Assets Under Management
$337.8M
Number of Clients
2,151
Number of Advisors
33
Average Client AUM
$157K
AUM per Advisor
$10.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Interactive Financial Advisors (IFA) offers personalized investment advisory services, including portfolio management, selection of third-party advisors, financial planning, advisory consulting, retirement plan services, and sub-advisory services. IFA tailors investment advice to meet client needs and objectives, using asset allocation models and ongoing supervision. They also offer the 'Invest With Trust' service and the 'Legacy Service' which utilizes mutual fund and ETF strategies.
Fee Structure
IFA charges fees based on a percentage of assets managed. The 'Invest With Trust' service has different fee schedules for non-403b and 403b accounts, with rates varying based on account size. The 'Legacy Service' has its own fee schedule. There are also account service fees charged quarterly. Financial planning fees range from $48 to $7,500, depending on complexity and scope. Fees are negotiable for the 'Invest With Trust' service but not for the 'Legacy Service'.
Areas of Practice
Location
100 Batson Ct., Suite 104, New Lenox, IL, 60451