Assets Under Management
$130.8M
Number of Clients
381
Number of Advisors
17
Average Client AUM
$343K
AUM per Advisor
$7.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Intercarolina Financial Services, Inc. (IFS) is an SEC-registered investment advisor specializing in investment advisory and retirement plan consulting services. They offer portfolio management for individuals, pension, profit-sharing, and 401(k) plans. Clients can utilize third-party account managers through wrap fee programs. Fees are negotiable, and clients incur brokerage and transaction costs.
3300 Battleground Avenue, Suite 202, Greensboro, NC, 27410