Independent Family Office (IFO) offers wealth management services, including investment management, financial planning, tax preparation, and bill paying. IFO works with high net worth individuals and their families, providing advice and support for investments, estate planning, trust accounting, cash management, and personal risk management. In limited instances, IFO manages client investment accounts separately.
Assets Under Management$620M
Clients34
Advisors3
Avg. per Client$18M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees for investment supervisory services range from 0.20% to 0.75% annually. Fees, account minimums and payment terms are negotiable depending on the client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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