Fee Pricing

If you are looking for help with Financial & Retirement Planning, have questions on Financial or Insurance Topics, need help allocating your 401k investment dollars, IFM can help you for a Monthly, Quarterly, Semi-Annual or Annual Subscription fee.

IFM’s Subscription service gives you access to Financial Advice & a range of Financial Services. It can be a Convenient & Cost-Effective way to get financial assistance when you need it.

No Income or Net Worth restrictions, IFM can help EVERYONE!!

Types of Financial & Retirement Planning Services:

These Services May or May Not Lead to a Financial Plan Report.

Financial Planning Service Can be an Ongoing Service, Continuing Beyond an Initial Financial Plan and/or its Associated Issuance of Financial/Retirement  Plan or Report.

 

Financial Planning & Consultancy Fee:

Fee Type:  Flat Fees or Hourly Fees: 

Billing Frequency:  One-Time

                                 Monthly

                                 Quarterly

                                 Annually

 

Subscription Based Financial Service Fee:

Fee:  Flat Fee Agreed Upon by You & IFM Advisor

Billing Frequency:  Monthly

                                 Quarterly

                                 Annually

                                 Until Canceled                                        

                                 Subscription End Date

 

Custom Portfolio Management

IFM Professionally Manages the Following Account Types: 

IFM charges an Assets Under Management or AUM Fee. 

This Fee is a Percentage of AUM you Deposit or Transfer to IFM & is Agreed Upon by You & IFM Advisor.

These Arrangements are Referred to as Fee Based or Wrap Fee Accounts, and Are Advisor Based Discretionary Trading Account Agreements.

You Pay an Annual Fee, which is Paid on a Quarterly Basis or Monthly Basis, Whichever You & IFM Advisor Agree Upon.

 

You Are Not Locked Into a Long-Term Contract.

 

As Your Account Goes Up in Value, Advisor Makes More Money & if Your Account Goes Down in Value, Advisor Makes Less Money.

This Fee Structure Best Aligns Your Interests & IFM Advisors Best Interests.

These Are Not Commission Based Trading Accounts.

If you would like to learn more or receive a custom Subscription Fee quote, please email us J.Wigen@IFManagers.com or click on Contact IFM tab in the upper right corner.

 

 

James Chartered Asset Manager CAM®, Chartered Financial Manager ChFM®, Chartered Portfolio Manager CPM®, Chartered Wealth Manager CWM® designations were earned through Global Academy of Finance and Management or GAFM®.

Investing involves serious risks and past performance is no guarantee of future performance or success.  This is not an offer to buy or sell securities and nothing contained herein should be interpreted as a recommendation regarding any investment or investment strategy.  Before making any decision to invest, first read the relevant disclosures and important information provided to you.

Please take the proper risk for your current situation and get the advice from a financial professional who clearly understands your current & future goals and objectives.

Investments are NOT FDIC INSURED * MAY LOSE VALUE * NO BANK GUARANTEE  

All opinions expressed by James R. Wigen on this website are solely his opinions and do not reflect the opinions of IFP Advisors, LLC, dba Independent Financial Partners, (IFP).  Investment Advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Independent Financial Management, LLC (IFM), are not affiliated.