Broker Check

Services

Diamond:          Estate, Tax, Investment Planning and Portfolio Management.

                             Stock Options. Risk Analysis.

                             Corporate Investment Committee Planning. Legacy and Wealth Transfer.

                             Trust management. Quarterly Market and Economic Updates.

                             Giving and Gifting.

                                                                                    AUM minimum 2 million

 

Platinum:          Estate, Tax, Investment Planning and Portfolio Management.

                             Corporate Investment Committee Planning. 401(K) services.

                             Legacy and Wealth Transfer.

                             Trust management. Quarterly Market and Economic Updates.

                                                                                    AUM minimum 1 million

 

Gold:                   Tax, Investment Planning and Portfolio Management.

                             Corporate Investment Committee Planning. 401(K) services.

                             Legacy and Wealth Transfer.

                             Quarterly Market and Economic Updates.

                                                                                    AUM minimum 500,000

 

Silver:                  Investment Planning and Portfolio Management. 

                              Legacy Planning. SEP & 401(K) services.                                                                                              

                              Behavioral Finance Education.  Semi annual Market and Economic Updates.

                                                                                    AUM minimum 250,000


Bronze:               Genesis Managed Portfolios.  Budgeting and Debt Management.

                              Behavioral Finance Education.  Annual Market and Economic Updates.

                                                                                    AUM under 250,000

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@ibiadvisors.com   |  970-975-0280