IP Financial Advisory Services offers consulting services, access to third-party investment advisors, and managed account programs. Their representatives help clients create investment strategies and financial plans, including advice on estate planning, retirement, education funding, and insurance. Clients are responsible for notifying IP Financial of any changes to their financial situation or investment goals.
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.