Natalie Litchfield is a registered investment advisor at Ifc, based in Auburn, CA, with 13 years of industry experience. Natalie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,050 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable. Independent manager fees are paid by IFC.
Fee Estimator
Location
102 El Dorado St., Auburn, CA, 95603
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Natalie is a self-employed insurance agent providing insurance advice and transacting life insurance and fixed/indexed annuity sales since January 2017. This activity takes about 10-20% of Natalie's time.
Employment History
Current Registrations
Ifc
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.