Intercarolina Financial Services, INC.
Assets Under Management
$130.8M
Number of Clients
381
Number of Advisors
17
Average Client AUM
$343K
AUM per Advisor
$7.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Intercarolina Financial Services, Inc. (IFS) provides investment advisor and retirement plan consulting services to qualified retirement plans, individuals, and pension/profit sharing plans. They offer portfolio management services tailored to individual needs, managing accounts on both discretionary and non-discretionary bases. IFS also participates in wrap fee programs through third-party managers.
Fee Structure
IFS is compensated for investment advisory services by either a percentage of assets under management or fixed fees. Fees are negotiable with a maximum of 150 basis points (1.50%). Clients will also incur brokerage and other transaction costs. IFS receives a percentage of the wrap fee charged by wrap fee firms. Distributions are $75, Loans have a $50 set up fee and $50 annual maintenance fee. Qualified Domestic Relations Order is $250.
Areas of Practice
Location
3300 Battleground Avenue, Suite 202, Greensboro, NC, 27410