Ifc Personal Money Managers, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$700/hr

“Registrant’s planning and consulting fees are negotiable, but generally the Registrant charges $5,000 on a fixed fee basis, or between $250 and $700 per hour on an hourly basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$5,000

From the same sentence as above.

Annual fee

$10,000⁠-⁠$65,000/yr

“Registrant’s negotiable fixed annual investment advisory fee is generally between $10,000 and $65,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ifc Personal Money Managers, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Instead, unless otherwise agreed, the Registrant bills the client directly, in which case, payment is generally due within thirty (30) days of the Registrant’s invoice.”
• “The Registrant’s annual investment advisory fee shall generally be prorated and paid in advance.”
• “The client will not be entitled to a refund of any fee paid, and will remain obligated to pay any yet unpaid fees, if the Investment Advisory Agreement is terminated after the commencement of an initial or new annual service period.”

How Ifc Personal Money Managers, Inc.’s fees compare

• Its hourly rate of $250-$700 spans the New York median of $300. 81% of the 301 other New York planners that publish an hourly rate charge less.
• 48 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.
• 17 of the 52 other planners in New York that publish a flat or project fee charge less.
• Its annual fee of $10,000-$65,000 is above the New York median of $6,250. 98% of the 80 other New York planners that publish an annual fee charge less.
• 21 of the 22 other planners in New York that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Ifc Personal Money Managers, Inc.

• Firm size: 4 employees.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

90

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$450,896,430

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

126344

Website

objectiveadvice.com (opens in new tab)

Phone

(212) 721-8713

Can advise clients in 14 states: Arizona, California, Connecticut, District of Columbia, Florida, Louisiana, Massachusetts, Maryland, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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