IBN Financial Services offers financial planning and asset management services. Financial planning involves gathering client information to assess their goals and create a plan. Asset management includes advising on securities purchases and sales, either with or without the firm having the authority to make trades without client approval. The firm works with numerous investment teams, each with its own advisory focus.
Fee Structure
IBN Financial Services charges a percentage of the value of your investments each year. This fee generally ranges from 0.50% to 2.00%. The exact fee depends on factors like the size of your account and the complexity of your assets. Fees above 2% require compliance approval. There may be additional fees charged by the custodian or separate account managers.