Imagine Financial Security (IFS) offers investment management and financial planning services to individuals. Investment management involves creating a portfolio based on your goals and risk tolerance. Financial planning covers topics like retirement, insurance, and estate planning. IFS also holds educational seminars. They require clients to use Charles Schwab & Co. for brokerage and custody services.
Assets Under Management$44M
Clients47
Advisors1
Avg. per Client$930K
Avg. per Advisor$44M
instgram.com/imaginefinancialsecurity ·www.youtube.com/@pfrpodcast ·www.imaginefinancialsecurity.com
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are generally not negotiable, but Imagine Financial Security (IFS) reserves the right to offer fee waivers or discounts at its discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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