Interactive Financial Advisors

Interactive Financial Advisors (IFA) is a Registered Investment Adviser based in New Lenox, IL, established in 2003. The firm specializes in providing fee-only independent financial advisory services, including portfolio management, financial planning, and advisory consulting. IFA offers personalized services such as portfolio management on a fully discretionary basis, tailored to individual client needs and investment objectives. The firm's investment strategies are based on fundamental analysis and Modern Portfolio Theory, utilizing a computerized analytical tool for risk assessment. Clients can access services like Portfolio Management, Financial Planning, and Advisory Consulting, with fees based on a percentage of assets managed. The minimum initial account size for Invest With Trust and Legacy services is $1,000, with ongoing service fees applicable. IFA may recommend sub-advisors and third-party advisors, with compensation arrangements disclosed. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant IFA discretionary authority over investment decisions, with accounts held at a qualified custodian. IFA does not vote client securities' proxies and does not provide financial information due to its federal registration status. The firm prioritizes client privacy and maintains strict confidentiality policies. In case of trade errors, IFA aims to rectify the situation promptly to ensure clients' accounts are restored to the correct position.