Impact Financial Life Planning (IFLP) provides ongoing financial planning and investment management, as well as hourly and project-based financial planning services. IFLP works with clients to develop and implement financial plans, covering areas like retirement, insurance, investments, college savings, tax, and estate planning. IFLP also offers seminars on general financial topics.
Assets Under Management$5.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$5.3M
Fee Structure
Planning is included in investment management (also available separately)
IFLP offers ongoing financial planning and investment management for a fixed monthly or quarterly fee, ranging from $400-$533.33 per month or $1,200-$1,600 per quarter. The specific fee depends on the client's needs and the complexity of their situation. Fees are negotiable. Fees debited from managed accounts will not exceed 3% of the value of the account.
Loading...