IFP Advisors offers Family Office Services to high-net-worth individuals and families. These services include real estate advisory, strategic portfolio construction, investment planning, and ongoing oversight of property performance. IFP also provides discretionary investment management for ancillary accounts related to real estate investments. IFP's real estate advisory platform helps clients source, evaluate, and manage direct real estate investments.
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.