Ifrah Financial Services provides investment advice and manages portfolios for individuals, businesses, and retirement plans. They offer a range of model portfolios through Goldman Sachs and Charles Schwab, using various strategies and investment styles. Ifrah also provides financial planning services, including retirement and estate planning, on an hourly basis. They may recommend third-party investment managers for fixed-income strategies.
Assets Under Management$490M
Clients598
Advisors9
Avg. per Client$820K
Avg. per Advisor$54M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.30% |
| $2.5M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
For assets exceeding $10 million or under special circumstances, a negotiated fee arrangement may be used. In addition to the advisory fee, a program fee of 0.50% applies to accounts using Ifrah's models or custom management with exchange-traded funds and individual stocks.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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