Fee Transparency

We provide full fee disclosure and transparency. We hold comprehensive reviews of our advisory fees during the initial meetings as well as on an annual basis. We also offer fee benchmarks for similar plan sizes, total investment fee breakdown, and fee analysis and review of all stable value investments and/or fixed accounts.

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© 2019, IFS | Rights Reserved |  Investment advisory services offered through Integrated Financial Solutions, PLLC (IFS), a Registered Investment Advisor. Integrated Financial Solutions, PLLC will only provide investment advisory services in jurisdictions where it is registered as an investment adviser or exempt from registration. Insurance products and services are offered and sold through individually licensed and appointed insurance agents. IFS does not provide legal or tax advice.

IFS Firm ADV