Ip Financial Advisory Services LLC
Assets Under Management
$456.1M
Number of Clients
2,041
Number of Advisors
118
Average Client AUM
$223K
AUM per Advisor
$3.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
IP Financial Advisory Services LLC provides investment advice as a registered investment advisor and sells insurance products as a licensed insurance agency. They may recommend third-party investment advisors and receive compensation for these referrals. They also offer actuarial and consulting services for separate fees.
Fee Structure
IP Financial Advisory Services LLC representatives may earn commission-based compensation for selling insurance products, which is separate from advisory fees. This presents a conflict of interest. They may also receive compensation from third-party investment advisors for recommending their services, creating another potential conflict of interest. The firm also provides actuarial and other consulting services for separate fees.
Areas of Practice
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210