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Independent Financial Advisory Network
A Nationwide Network of 100% Independent & 100% Objective Fee-Only Financial Advisers
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Managed Asset Accounts
|Financial Planning Services|
Join the thousands of investors turning to The Independent Adviser Corporation for 100% Independent and 100% Objective Financial Advice.
Managed Accounts are professionally managed asset-based account with an annual fee based on a % of assets managed. Although each adviser sets their account minimums, these accounts are generally designed for individuals with at least $50,000.
Your Financial Adviser will work with you to design an investment program that is specific to your unique circumstances and goals. Throughout the year, your Financial Adviser will fine-tune the portfolio and make adjustments that are necessary to preserve the agreed upon strategy. The following chart illustrates the benefits of opening a managed account with our network of Independent Financial Advisers:
The-Adviser.com - One of our 100% Independent Fee-Only Financial Advisers
provides a personal answer to your specific question. All questions will be answered
privately by e-mail with a targeted turnaround time of 24 Hrs. The
cost is only $25 and if we can not answer your question, you get your
Portfolio Reviews - designed for investors that want to continue managing their investments but want professional assistance in managing their portfolio. This service includes specific buy-sell-hold recommendations.
401(k), 403(b) and IRA Rollover Services - designed for investors seeking retirement planning or that need to make a 401(k) or 403(b) rollover decision.
Estate Planning - designed for investors who have an estate size in excess of $625,000 or who expect to have an estate size in excess of $1 million by 2006.
Financial Plans - designed for traditional and do-it-yourself investors that want a comprehensive financial plan.
College Savings - designed for individuals that seek a professional that understands the complexities of college financial aid packages and the estimated family contribution calculations. We will help you ensure that your financial aid forms are prepared in the most advantageous way.
The Independent Adviser Corporation is a Registered Investment Adviser.
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