the Cost of Advice
As with any service that brings value, there is a cost for the valuable financial advice we deliver. This is true regardless of the investment solution (or investment plan you may have – whoever it might be from). This cost varies depending on the Advisor you choose, and it is important that you understand the differences in the various fee models available to you. We are transparent and believe that it is the client’s right and privilege to know exactly what they are paying for.
These are some of the factors that will influence the fees you pay:
the level and type of service you receive
the recommended investment management solutions
the number of your assets (or investments) managed
Determining a fee structure that’s right for you will depend on your personal investing preference.
Do you prefer to ‘buy and hold’?
Do you intend to actively trade and be personally involved in the day-to-day management of your portfolio?
Do you prefer to have a portfolio manager manage your investments?
Your personal preferences, asset size, and investment objectives will help us determine which option is best suited to you.
Contact us today! We'll be happy to show you exactly what your cost of investing will be based on the investment solution recommended for you.
the VALUE of Advice
Advice is the cornerstone of your financial plan.
What are the benefits of working with an Advisor?
Why can’t I get to my goals myself with a variety of different offerings from various companies?
These are fair questions to which you need answers to ensure you’re comfortable making a decision on how your financial future is managed.
We believe that growing, protecting, and transferring your wealth requires a good plan suited to your needs, goals, aspirations, circumstances, lifestyle, and life stages. Perhaps most importantly, an expert consultant whose focus is to get you to your goal by keeping you accountable.
At IPC, with that core belief, we help you:
• Map and execute a financial plan to meet your current needs and future aspirations.
• Evaluate, create, and implement solutions for your future (like financially preparing for your children’s education, the purchase of a new or second home, or, your retirement).
• Review, revise and readjust your plan throughout its lifecycle.
• Provide advice on the financial decisions you need to make to better manage your investment portfolio, debt, and cash flow levels.
• Plan, strategize and execute a viable solution for the transfer of your wealth and assets to reduce or defer taxes.
