Ibn Advisory Services, INC.
Assets Under Management
$184.9M
Number of Clients
1,524
Number of Advisors
9
Average Client AUM
$121K
AUM per Advisor
$20.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IBN Advisory Services, Inc. offers asset management services and financial consulting. Asset management involves managing assets with different structures and investment goals, often through allocations to investment strategies offered by IBNADV or third-party advisors. Financial planning focuses on a client’s overall financial situation, including investments, tax planning, and retirement planning.
Fee Structure
Financial planning fees can be hourly ($125-$350/hour) or fixed (between $0 and $15,000), depending on the complexity of the plan and are negotiable. Asset management fees generally range from 0.50% to 2.00% per year, based on the account size and complexity. Any fee above 2% must be approved by compliance. Fees are negotiable.
Areas of Practice
Location
404 Old Liverpool Rd., Liverpool, NY, 13088