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1. What makes IFC Advisory different
from
....other advisors?
- Commitment:
IFC is committed to increasing the quality of life
and peace of mind of every client – those who are retired
or about to retire.
- Expertise:
We have five decades of combined experience in private investment
management and personal financial planning. Our focus has
always been, and continues to remain, exclusively on the
needs of baby boomers. This is where our expertise lies.
- Personal
Attention: We provide more personal attention and cater
better to personal needs than larger corporations.
- Real
Relationships: We forge close relationships with our
clients and as a result, come to understand their needs
and desires.
- We
are not Brokers: A broker is a person you go to when
you want to either buy or sell a security. He makes his
money through such trades, and often times, loses interest
in his clients once the transaction is complete. At IFC,
we make our money from a percentage of the assets we are
managing. As a result, it is in our best interests to see
the amount grow. It is very important to us to maintain
our relationship with our clients and play an essential
role in the facilitation of their financial goals.
2.
What are your minimum requirements
for accepting new clients?
We work hard to maintain an excellence of service
that we feel our clients, both new and existing, deserve.
To ensure this, we have a few requirements:
- A
minimum portfolio of $250,000 of liquid assets to be managed
by IFC Advisory.
- For
financial planning, initial fees for comprehensive services
range from $1,500 to $7,500; higher fees may apply in
more complex cases. A 50% deposit is required upon the
start of work.
Our ideal client is a retiree, or someone close
to retiring, who is looking for an expert when it comes to
handling financial concerns.
3. Do you accept clients who live outside
California?
We welcome and serve clients from any part of the
country. In fact, 1 out of 4 of all of our clients lives outside
the state of California. In these situations, communications
occur via email and regular mail. In addition, we have a toll-free
number for your convenience:1-800-632-2463.
4. How often do you reevaluate my plan/investments
and what type
....of communication can I expect
from you?
Portfolios are managed on a daily basis and an extensive
individualized Portfolio Performance Report is sent out quarterly
to each client. This is a quick and
easy-to-read booklet that summarizes the portfolio’s
performance over the last quarter, the year-to-date, and since
inception. Also, the booklet provides information on your
portfolio’s asset allocation and the total market value
of your account. In addition to the Portfolio Performance
Report, we also send out a Quarterly Progress Report. This
is a quick, easy-to-read quick summary of the quarter.
5. Can you help me with my taxes?
We do not directly organize tax returns. However,
as tax-related questions are always present in all of our
financial proceedings and considerations, we work regularly
with our clients’ accountants to provide any and all
information they may need.
6. How are you compensated?
IFC
Advisory provides services on a fee-only basis. Investment
management fees are calculated as a percentage of assets under
management.
Our financial planning services are billed hourly or per project.
7. Can I receive periodic cash distributions
from my account?
Yes. This is an extremely easy service for us to
provide. We can simply set up a direct deposit feature, where
a predetermined amount of money will be transferred to your
checking account periodically (monthly, quarterly, etc.).
8. Does IFC Advisory have custody of
my assets?
No. Each of our clients holds an account with either
Schwab Institutional, Fidelity Investments or TD Waterhouse
Institutional Services. IFC Advisory serves as the
investment advisor to your account. As such, we have only
the authorization to make trades, deduct fees, and request
duplicate confirmations.
9. Where are you located?
IFC Advisory is located at 6101 W. Centinela
Ave, Ste. 335, Culver City, CA 90230. We are just off
of the 405 Freeway, and provide free parking. To get to our
office:
Going North on the 405:
- Exit on Howard Hughes Parkway
- Turn right on S. Sepulveda Blvd.
- Bear left on W. Centinela Ave.
- We are located right next to Radisson Hotel, on the right-hand
side. Ours is the shiny and reflective building.
Going South on the 405:
- Exit on Jefferson Ave.
- Turn right onto Jefferson
- Turn left on Mesmer Ave.
- Turn left on W. Centinela Ave
- We are located right next to Radisson Hotel, on the left-hand
side. Ours is the shiny and reflective building.
Receive personal
directions to our office.
For further information, please do not hesitate to call us:
800-632-2463.
10.
Can I review your investment performance over the last few
years?
Often times, prospective clients request to see
our performance over the past several years. Unfortunately,
we are legally bound by strict industry regulations and do
not have the means to provide this information to you. However,
we are at liberty to show you the investment performance of
our established partners, as well as the performance of the
client portfolios that we have actually managed.
11. How
do I request a copy of your SEC Form ADV, Part II?
The SEC requires all Registered Investment Advisors
to provide the ADV, Part II, to all clients. This form details
the core principles of our firm. If you would like a copy
of this form, please call this number: 800-632-2463,
or you may email us at: info@ifcadvisory.com.
12. How do I get started?
Getting started can be as simple as calling our
toll-free number: 800-632-2463. Or contact
us directly. Once you submit the form to us, a representative
of the firm will contact you directly within 48 hours.
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