Ifs Advisors, Inc

IFS Advisors, Inc. is a Florida-based investment advisor firm established in January 2011. The firm offers personalized investment advisory services, financial planning, and asset management services. Their annual fees for Investment Advisory Services and ongoing financial planning services typically range from 0.50% to 1.00%, payable quarterly. Financial planning services include budget analysis, tax planning, retirement planning, and investment analysis. Asset management services focus on continuous account supervision and tailored investment strategies. Clients have the option to engage in fee-based asset management services, where the firm is responsible for making investment recommendations and managing client accounts. The firm emphasizes the importance of investment discretion, allowing clients to place reasonable restrictions on their investments. IFS Advisors, Inc. does not receive performance-based fees and does not vote on behalf of clients' securities. The firm has a business continuity and contingency plan in place to respond to significant disruptions. Client privacy is a top priority, and the firm ensures the confidentiality of client information. They do not compensate anyone for client referrals and do not vote on client securities. The firm collects and safeguards client information in compliance with federal regulations, ensuring data security and limiting access to Client Information.