Most people don’t realize that 40%-60% of your life-long wealth accumulation may be consumed by fees and expenses . This is before accounting for the tax liabilities created by so many investment vehicles.

Every $20,000 annual reduction in current and future fees we save you or your clients creates $980,000 after 20 years, compounded at 8%.

 

 

IFS identifies all fees and expenses incurred by investors in addition to those paid directly to investment advisors.

The chart below illustrates various results achieved for IFS clients

IFS CHART UPDATED.JPG

EXPERIENCED TEAM

IFS professionals are uniquely 

qualified to analyze accounts, identify pricing inefficiencies and negotiate lower fees for your benefit.

 

 

IFS does not make investment recommendations, manage client accounts, or custody assets.

RISK FREE

We earn our compensation only when we successfully negotiate fee reductions for you. If we do not lower your investment fees. you owe us nothing. Guaranteed. 

CONFLICT FREE ADVICE

IFS has no financial arrangements of any kind with third parties.