Interactive Financial Advisors (IFA) offers investment management and financial planning services. IFA creates personalized strategies based on your goals, risk tolerance, and financial situation. Services include portfolio management, selection of third-party advisors, financial planning, and consulting. IFA uses research and analysis to provide advisory services. They offer both discretionary and non-discretionary portfolio management.
Fee Structure
IFA offers portfolio management services with fees based on a percentage of the assets they manage. There are different fee schedules for non-403b and 403b accounts. The fees vary based on the size of your account. IFA also offers the Legacy Service, which utilizes mutual fund and ETF strategies, with a separate fee schedule. An account service fee is charged quarterly. Fees are calculated monthly based on the daily average account balance and are paid in advance. The fees for the Invest With Trust service are negotiable, but the Legacy service fees are not.